The Col. Jacob Spicer House circa 1702

HCSV PLANNED GIVING OPPORTUNITIES!

Many people have various reasons to donate, arts, history and cultural non-profits organizations. Some donate their time, talents, and resources because they want to honor a friend or a love one, preserve the organization’s ability to educate others or take advantage of significant tax-benefits. Those who donate do so because they believe the organization can enrich many lives in many ways. More than 70% of Americans give to non-profit organizations during their lifetime, however, less than 8% of donors do so through their will or a charitable trust. Planned giving is a process by which donors, with the help of professional advisors, can arrange for a nonprofit organization of their choice to be named as a beneficiary in a charitable trust or their will.

There are various forms of gifts that one may arrange to have donated to HCSV, they include:

Simple Bequest: You may include HCSV as a beneficiary in your estate by gifting a specific amount or a “remainder” portion of your estate. If your estate plans are already completed, you may add a codicil to your existing will.

Charitable Remainder Trust: With the help of your attorney or accountant you can create a trust in which you may name yourself or family member as a beneficiary to receive income payments for a fixed term or lifetime, depending on the terms of the trust agreement. When the term of the trust concludes, the principle passes to HCSV. Tax-Benefits apply.

Charitable Lead Trust: With the help of your attorney or accountant, you can create a trust in which HCSV receives a percentage payment for a fixed term or lifetime. When the terms of years for the trust is ended, the principle passes to the beneficiaries by the donor in the trust agreement.

Other Ways to Give:

If you would like to know more about HCSV’s Planned Giving opportunities, please feel free to contact us at (609) 898-2300, ext. 0.