Join the Englewood Historical Society Heritage Circle by including EHS in your will or as a beneficiary of a retirement plan, life insurance policy, or financial account.

Why a Legacy Gift?

Legacy gifts sustain restorations, programs, and archives for generations. Whether you give a specific amount, a percentage, or the residue of your estate, your commitment preserves Englewood’s story.

How to Join (It’s Simple):

1. Add EHS to your will or trust (see sample clauses below), or
2. Name EHS as a beneficiary of your IRA/401(k)/403(b), life insurance, or
   bank/brokerage account (use your custodian’s form).
3. Tell us (confidentially) so we can welcome you to the EHS Heritage Circle. Use our short, non-binding Letter of Intent.

Organization Details for Your Attorney/Custodian

• Legal name: Englewood Historical Society
• Tax ID (EIN): 222248305
• Address: P.O. Box 8136, Englewood, New Jersey 07631
• Status: 501(c)(3) public charity
• Contact: Jane Kendall • jane.e.kendall@icloud.com • 206-992-7069

Sample Will/Trust Language (share with your attorney)

• Specific Amount:
  “I give $[amount] to Englewood Historical Society, P.O. Box 8136, Englewood, New
  Jersey 07631, Tax ID 222248305, to be used for its general charitable purposes.”
• Percentage of Estate:
  “I give [__]% of my estate to Englewood Historical Society, P.O. Box 8136, Englewood,
  New Jersey 07631, Tax ID 222248305, for its general charitable purposes.”
• Residuary Gift:
  “I give all (or ____%) of the residue of my estate to Englewood Historical Society, P.O.
  Box 8136, Englewood, New Jersey 07631, Tax ID 222248305, for its general charitable
  purposes.”
• Optional purpose/restriction:
  add “…to support [program/endowment]. If, in the judgment of the Board, the stated use becomes impracticable, the Board may use
  the gift for the closest related purpose consistent with my intent.”

How Beneficiary Designations Work

Ask your plan/provider for a beneficiary form and list:
Englewood Historical Society, P.O. Box 8136, Englewood, New Jersey 07631, Tax ID
222248305. You can designate a percentage or 100%. Many supporters use retirement
assets for tax efficiency.

Recognition

With your permission, we’ll list you as an EHS Heritage Circle member (or you may remain anonymous). Membership is honorary and non-binding.

FAQ

• Is there a minimum gift? No. Every legacy commitment makes a difference.
• Do I have to share the amount? No. You can simply let us know we’re in your plans.
• Can I direct my gift to a specific purpose or endowment? Yes. Please discuss with us to ensure feasibility.
• Can I change my plans later? Yes. Most legacy gifts are revocable until your plans take effect.
• Will EHS provide legal/tax advice? No. We provide information only; please consult your advisor.

Downloads

• Legacy Circle Letter of Intent (PDF)
• One-page Bequest & Beneficiary Guide (PDF)