The Art of Creating a Legacy

You can leave a lasting impact through a planned gift to the Vero Beach Museum of Art.  A legacy gift is a testament to your confidence in the future of the Museum and is a way to a leave an enduring connection to an institution you are passionate about. By including the Vero Beach Museum of Art in your estate plans, you are providing endless opportunities for engaging with art, inspiring visitors for generations to come, and impacting our community in meaningful ways.

There are many types of planned gifts. The easiest way to make an impact is through a gift in your will or living trust.You can gift a specific amount of money or a percentage of your total estate. This allows you the flexibility to change your mind at any time and your estate may benefit from a federal estate tax charitable deduction for the amount of the gift.

WANT TO ADD US TO YOUR EXISTING WILL?
You don’t need to create a new will. Simply ask your attorney to prepare a codicil, a document that amends your original will. This is a common way to make minor changes.

HOW TO SAY IT?
Ask your estate planning attorney to include the following wording in your will or living trust:

“I, [name], of [city, state ZIP], give, devise and bequeath to The Vero Beach Museum of Art [written amount or percentage of the estate or description of property] for its unrestricted use and purpose [or for the specific program of your choosing].”

Legal Name: Vero Beach Museum of Art, Inc.
Address: 3001 Riverside Park Drive, Vero Beach, FL 32963
Federal Tax ID Number: 59-1867408

NEXT STEPS:
1. Contact Brady Roberts at 772-231-0707, ext. 113 for additional information on bequests or to chat more about the different options for including the Vero Beach Museum in your will or estate plan.
2. Seek the advice of your financial or legal advisor.
3. If you include the Vero Beach Museum of Art in your plans, please use our legal name and Federal Tax ID, and let us know so that we can thank you and celebrate your gift through the Masterpiece Legacy Society. Click the link to access the Legacy Form of Intent

The information on this website is not intended as legal or tax advice. This information is intended to provide general gift planning information.  Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Consult with your own legal and financial advisors regarding your specific circumstances before making any gift.