Planned Gifts

Bequests

A Gift through Your Will

This simple designation will not affect cash flow during your lifetime.
It's also easy to revoke should your situation change.


Perhaps you're able to make a larger gift to Hawk Mountain after you're gone than you could during your lifetime. Including a bequest provision in your will is common and simple to set up. You can specify a specific dollar amount, property or a percentage of the remainder of your estate, and you also can designate your support for a specific program. In all cases, the full amount of your bequest to Hawk Mountain is deductible for estate tax. 

Some common formats:
Specific Bequest: Hawk Mountain receives a specified dollar amount.
Residuary Bequest: Hawk Mountain receives a specific percentage of the remainder of your estate after your legacies are distributed and taxes, debts and settlement costs are paid.
Contingent Bequests: Hawk Mountain receives a share or all of your estate only if you outlive your primary beneficiary or beneficiaries.
Trust Remainder Bequests: Named beneficiaries receive income from a trust fund established by your will. Upon the death of any surviving beneficiaries, all or part of the principal of your trust then goes to Hawk Mountain Sanctuary.

Benefits of a Bequest:

  • You control your assets and cash flow throughout your lifetime.
  • You can change your will or trust at any time.
  • Your will is completely private, and not made public until your death.
  • Your bequest is usually exempt from state inheritance tax.
  • The full amount of your bequest is deductible for federal estate tax, and there's no limit on the estate tax deduction.

Name the Sanctuary in your Will

If you wish to name Hawk Mountain in your will or estate plan, we should be named as:
Hawk Mountain Sanctuary Association
, a nonprofit registered in the Commonwealth of Pennsylvania, with a business address of 1700 Hawk Mountain Road, Kempton, Pa  19529.

Tax identification number: 23-1392700

If your planned gift is estimated at $25,000 or more, you qualify as a member of The Rosalie Edge Society.

Share Your Story

Have you already thought of Hawk Mountain in your estate planning? Is Hawk Mountain named in your will? We'd love to hear your story. Email us today using subject line "Planned Giving Story," along with your name and contact information. Tell us why you made this decision, and what Hawk Mountain means to YOU. Meet some of our Rosalie Edge Society members now.

Contact us Today

Please don’t hesitate to contact us with questions. We’re here to help you clarify your goals and to assist you in any way we can.

For a completely confidential discussion:
Jerry Regan, President
610-756-6000 x213 or regan@hawkmountain.org 
1700 Hawk Mountain Rd
Kempton, Pa  19529

Craig George, Director of Advancement
610-756-6000 x212 or george@hawkmountain.org
1700 Hawk Mountain Rd
Kempton, Pa  19529

Cabelas4