Estate and Gift Planning

Create Your Legacy

At the Computer History Museum, we are excited to partner with you and your advisors to explore and refine your charitable giving strategy. You’ll find links below to various giving options, each offering distinct tax advantages and opportunities for income. Since every individual’s situation is unique, it’s essential to consider your charitable goals, long-term income needs, and family circumstances.

Together, we can begin the planning process, identify the most effective solutions for your objectives, and implement a plan that supports both your personal and philanthropic aspirations.

Grace Hopper Legacy Society

Rear Admiral Grace Murray Hopper (December 9, 1906−January 1, 1992) was a force to be reckoned with. Renowned for her mathematical prowess, wit, and leadership, Hopper worked on the earliest computers and quickly developed advanced software programs and tools to make programming computers easier.

By including CHM in your estate plans, you may become a member of the prestigious Grace Hopper Legacy Society, aligning your support with the values that guided Hopper and that guide CHM: hard work, lifelong learning, and passion in all we do.

Become part of the Grace Hopper Legacy Society.

Planned Giving Resources Library

For a deeper look into various estate gift topics, explore our Planned Giving Resources Library.

Charitable Income Tax Deductions

Many charitable gifts qualify for an income tax deduction. These deductions are subject to limitations based on your adjusted gross income (AGI). For gifts to qualified public charities like ours, those limits are 60% of AGI for gifts of cash, 30% of AGI for gifts of long-term appreciated assets (such as stock or real estate), and 50% of AGI for other non-cash gifts. Excess gift amounts can typically be carried forward for up to five years.

Starting in 2026, there are two new limitations:

  1. A new “giving floor.” Only gift amounts that exceed 0.5% of AGI qualify for a charitable income tax deduction. For example, if your AGI is $300,000, only gift amounts over $1,500 are eligible for a deduction.
  2. A new cap on deductions for high earners. If you’re in the top 37% tax bracket, the tax benefit of your charitable deductions is limited to 35%.

In addition to these new limits, there is a new deduction for cash gifts. Even if you don’t itemize, you can deduct up to $1,000 ($2,000 for joint filers) for cash gifts to qualified charities (not including donor-advised funds), making even modest gifts more rewarding.

For More Information

For more information on how these gifts might work for you, contact us to learn more about Estate and Gift Planning. 

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