Barbara Andrews Brinkley Legacy Society
Through a planned gift
received from Archives
Partnership Trust board
member Barbara Brinkley,
the Trust has announced the
creation of the Barbara
Andrews Brinkley Legacy
Society. The group was established
for individuals who, like
Ms. Brinkley, are committed
to supporting the work of
the New York State Archives
and the Archives Partnership
Trust through inclusion of the
Trust in their estate plan.
In a letter to prospective
members of the society, Ms.
Brinkley explained the reason
for her passion for history and
her belief in the importance
of supporting New York
State’s documentary heritage
in perpetuity. She wrote,“Throughout his life, my
father dedicated himself to
perpetuating the legacy of
our ancestor, the first governor
of New York, George Clinton.
After my dad’s death, I
assumed that responsibility,
not knowing how deeply I
would be affected by stories
of Governor Clinton’s extraordinary
career as both soldier
and statesman, as well as by
other similar tales of New
Yorkers who, through their
actions, helped build a state
and a nation. As part of this
work, I became a member
of the board of the Archives
Partnership Trust, an organization
devoted to preserving
www.nysarchives.org
and promoting nearly
400 years of the Empire State’s
documentary heritage and
the words and ideas of great
New Yorkers.
“By establishing the Barbara Andrews Brinkley Legacy Society with my personal pledge to the Archives Partnership Trust in my estate plan, I feel privileged to help shape tomorrow by ensuring that the more than 200 million records in the New York State Archives, which date back to 1630 and attest to New York’s national importance, are protected and made available for use by students, researchers, and other lovers of history, today and for generations to come.”
Members of the Barbara Andrews Brinkley Legacy Society will include anyone who lists the Archives Partnership Trust as a beneficiary of will or bequest, life insurance policy, retirement plan, orcharitable remainder trust, or who designates the Trust as recipient of a gift of securities. Society members will have their names listed in perpetuity in Trust publications, and will receive invitations to special events and receptions that highlight the work of the Archives and Trust that is supported through planned gifts.
“We are very grateful for
the extraordinary commitment
made by Barbara through
her gift and establishment of
the Barbara Andrews Brinkley
Legacy Society,” said State
Archivist and Trust CEO
Christine Ward. “Through her
virtually unrivalled commitment
to the preservation of New
York’s history, Barbara has
ensured that our work to preserve
and promote awareness
and access, and to expand
our educational initiatives, will only grow over time.”
For more information on how you can join the Barbara Andrews Brinkley Legacy Society, or to inform the Trust of an established gift, contact Trust President Bob Bullock at (518) 473-7105.
Types of Bequests
When planning your will or a codicil to your will, you may want to consider having the language reviewed by your attorney. The Executive Officer and the Director of the Archives Partnership Trust would be pleased to consult in confidence with you and your legal advisor about the phrasing of any specific bequest you may be considering.
Bequests may be large or small and may take many forms. For example, you may arrange for the Archives Partnership Trust to receive:
- A specific dollar amount
- Specified assets such as securities, real estate, or tangible personal property
- A residuary bequest, in which the Partnership Trust receives all or a percentage of the remainder of your estate after all other obligations are met
- A contingent bequest, in which the Partnership Trust becomes the beneficiary only if the named beneficiary is unable to accept the bequest
Please remember that a planned gift does not reduce your current income, but is usually deductible for estate tax purposes.
Useful Language for Making a Bequest
The most useful bequest is an unrestricted one for the general purposes of the Partnership Trust. This will allow the Partnership Trust to use the funds where the need is the greatest at the time.
Suggested language for making an unrestricted bequest:
"I hereby give to the New York State Archives Partnership Trust, a 501(c)(3) non profit organization, in the Cultural Education Center, Suite 9C49, Albany, New York, 12230 for its general purposes (... dollars) (... percent)(all the rest, residue, and remainder of my estate)."
Suggested language for a specific purpose:
"I give (the sum of ...dollars) (all or ... percent of the residuary of my estate) to the New York State Archives Partnership Trust, a 501(c)(3) non profit organization, in the Cultural Education Center, Suite 9C49, Albany, New York, 12230, for the following purpose: (state the purpose)."
By including the Archives Partnership Trust in your will, you will ensure that New York's past is preserved for our future generations. For more information, please contact the Director of the Archives Partnership Trust at 518-473-7105.
