Planned Giving

The William Ferris Pell Legacy Society

Purchasing the Ticonderoga peninsula in 1820, William Ferris Pell began America's first private preservation effort. A little less than a century later in 1908, Stephen and Sarah Pell led America's first major restoration of its kind to restore the iconic Fort and open the Fort Ticonderoga Museum. Since the time of William Ferris Pell's defining act of preservation, careful planning has been a critical factor in making Fort Ticonderoga a reality for future generations.

The story of Fort Ticonderoga is steeped in the experiences and legions of individuals whose lives were changed and who made history across more than three centuries. As stewards of their enduring contributions, we can help guarantee that tomorrow's visitors will learn from and be inspired by the Fort Ticonderoga experience.

The Legacy Society recognizes those persons who have notified Fort Ticonderoga of their intention to make a planned gift. Bequests to Fort Ticonderoga are fully deductible. A charitable bequest is as simple as specifying in your trust, will, or codicil the dollar amount or percentage of your net residuary estate you wish to bequeath to Fort Ticonderoga. You also can fund a bequest by designating Fort Ticonderoga as a beneficiary of your retirement plan, such as an IRA or 401(k) plan, or your fully paid life insurance policy.

Life income gifts enable you, your spouse, or your beneficiary to continue to derive income from your gift assets. Charitable trusts are extremely flexible and tax-wise and can reduce your exposure to income tax, capital gains tax, and estate settlement costs.

You are under no obligation to notify Fort Ticonderoga of your estate plan, and you may instruct that your planned gift be made anonymously. However, if you already have made a legacy gift to Fort Ticonderoga or are considering doing so, we invite you to contact the Development Office at 518-585-2821.

Sample Bequest Language