Estate and Gift Planning

Other Gifts

Donor-Advised Fund

Make an irrevocable gift to a fund maintained by a charitable organization and enjoy an income tax charitable deduction for the full amount of the gift. As the name implies, the donor can advise the fund regarding distribution; however, donors may not place material restrictions on the fund.

Revocable Living Trust

Create a trust that can be revoked or changed during your lifetime which directs the disposition of your assets including charitable gifts. A Revocable Living Trust can minimize the cost and delays associated with probate; facilitate asset transfer; provide privacy and, unlike a will, assure asset management continuity in the event of disability.

Retained Life Estate

Donate a home and retain the right to live in the property for the rest of your life. Qualify for a current income tax charitable deduction on the value of our remainder interest in the home.

Charitable Lead Trust

Create a charitable lead trust that benefits us for a number of years, returns assets to your beneficiaries, and minimizes taxes.

Closely Held Stock

Donate closely held stock. You enjoy a charitable deduction equal to the appraised value of the stock with no capital gains tax due.

Tangible Personal Property

Donate gift property that can be used for our exempt purposes, and qualify for an income tax deduction for the full fair market value.

Contact us for more information about additional methods of giving.

CHM ESTATE AND GIFT PLANNING OPTIONS

Making a planned gift—whether by including a bequest to the Museum in your will or by naming CHM as the beneficiary of a charitable remainder trust, life insurance policy, or retirement fund—provides essential support for the Museum’s future. Planned gifts can offer significant tax advantages and in some cases generate lifetime income for you or your chosen beneficiary.

Learn more about Estate and Gift Planning at CHM.

PLANNED GIVING RESOURCES LIBRARY

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

FOR MORE INFORMATION

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

Share

FacebookTwitterCopy Link