Join the Founders Circle with your Planned Gift

The founders of the New Bern Historical Society sought to “preserve for future generations, the wealth of historical material found in New Bern”  Through your bequest or other planned gift, you can ensure that the historic treasures of New Bern will be there to inspire future generations.

The Founders Circle was established to acknowledge the valuable contributions of those who include the New Bern Historical Society in their estate plans. The Founders Circle not only salutes the founder’s foresight, it celebrates those who continue their efforts.

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.

Outright Gifts

  • Cash
  • Appreciated securities

Estate Gifts

  • 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 advisors, can help guide decision making in this most thoughtful area of charitable giving.
Please contact Mickey Miller at the Historical Society for more information.

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