If you want to build charitable giving into your estate plan, there are a number of methods you can use to help realize your goals, achieve tax advantages, and leave a growing legacy for generations to come. Some of these vehicles allow you to make charitable contributions while preserving economic security for yourself and your loved ones. Giving options vary, depending on whether you want to give now or in the future.
The vast majority of all planned giving is in the form of simple bequests in the donor’s will, but there are many potentially valuable ways to make a planned gift. Determining what type of planned gift is right for you is just as important as making the gift.
- Appreciated securities
- By will (bequest) or living trust
- Qualified retirement plans
- Life insurance
Gifts in Partnership with GHS
- Charitable Lead Trust
- Charitable Remainder Trust
A planned gift of $25,000 or more pledged to the New Bern Historical Society’s Endowment can be honored as a Named Endowment Fund. The New Bern Historical Society Endowment is managed through the North Carolina Community Foundation.
For a brochure on how to join our Founder’s Circle of donors through planned giving click here. Please consult with your financial advisor and let us know if your plans include The New Bern Historical Society.
A New Bern Historical Society representative, along with your financial and/or legal advisor(s), can help guide decision making in this most thoughtful area of charitable giving. Please contact the Historical Society for more information.