Bequest
When you update your will, you can include simple bequest language to leave a gift of assets (cash, CDs, real estate, IRAs, stocks, bonds, savings bonds, etc.) to the Historical Society, thereby reducing the amount of your taxable estate.

When you update your will, you can include simple bequest language to leave a gift of assets (cash, CDs, real estate, IRAs, stocks, bonds, savings bonds, etc.) to the Historical Society, thereby reducing the amount of your taxable estate.