San Antonio Museum or Art

Bequests

One of the easiest and most popular ways to make a planned gift is to include the San Antonio Museum of Art in your will or revocable living trust. If you have already drafted a will, your attorney may add the Museum as a beneficiary through a simple amendment called a codicil. Similarly, a gift provision for the Museum may be added to a revocable trust agreement.

There are several ways for you remember the San Antonio Museum of Art in your will or trust:

  • You may name the Museum as a specific beneficiary, stating a fixed dollar amount or a percentage of your estate that you wish to leave the Museum.
  • You may name the Museum as a remainder beneficiary, providing for the Museum to receive assets from your estate after all your specific beneficiaries have received their assets.
  • Your gift may also be contingent, so that assets go to the Museum if someone named as a beneficiary does not survive you.
  • In addition to cash, you can bequeath securities, real estate, art, and other forms of personal property. A bequest can be made for the general benefit of the Museum or for the benefit of a particular department or program. If you decide to designate your gift for anything other than general use, we strongly encourage you to contact the Development office in advance. This will enable us to work with you and your tax counselor to ensure that we are able to accommodate your wishes.

How to Make a Bequest: Useful Language

The appropriate way of naming the Museum as a beneficiary is the San Antonio Museum of Art. The provisions in your will or trust for making a gift to the Museum will depend on the type of gift and your personal circumstances. We hope that the following language will be helpful to you and your attorney.

Unrestricted Bequest

I give (the sum of ___ dollars), (all or ____ percent of the residue of my estate), to the San Antonio the Museum of Art, 200 West Jones Avenue, San Antonio, Texas 78215, for its general purposes.

Restricted Bequest

I give (the sum of ___ dollars), (all or ____ percent of the residue of my estate), to the San Antonio the Museum of Art, 200 West Jones Avenue, San Antonio, Texas 78215, in support of (your choice of program). At any time, in the judgment of the Trustees of the San Antonio Museum of Art, the designated use of this bequest is no longer practicable or appropriate, then the Trustees shall use the bequest to further the general purposes of the museum, giving consideration where possible to my special interest as described above.


For additional information or to discuss a potential planned gift, please contact Kimberly Britton, Director of Development, 210-978-8186, This email address is being protected from spambots. You need JavaScript enabled to view it. .

All inquiries are confidential and without obligation.

Federal Tax ID: 74-2689943

The purpose of this web page is to provide information of a general nature only. Advice from your own legal and tax counsel should be sought when considering any gift arrangement.