Planned Giving
Planned gifts may include gifts of assets other than cash; life income gifts through which the donor transfers assets and retains income; or charitable lead trusts that permit a donor to save in gift, income and estate taxes; or bequests.
Bequests can be made to the Museum's endowment, or they can be used to support specific aspects on the Museum's programs as defined by the Museum staff and the donor. These kinds of deferred gifts and other tax planning approaches often make more substantial gifts possible, and thereby significantly advance the Museum's mission. In many instances, planned gifts can increase income for the donor.
Planned gifts also enable donors to pass assets on to their heirs while supporting the Museum and minimizing or eliminating taxes on those assets.
To discuss ways that planned giving may fit your objectives please
contact us.