Planned Giving

Ensure the Promise of our Survivors

For those who survived the Holocaust and Genocides across the world, the consistent plea is that we help provide the awareness and education to ensure such atrocities never happen again. What will the world look like to future generations if we fail to uphold the promise of Never Again? That was the promise Survivors made, and we need your help to continue that promise.

Your planned gift to the Museum will ensure our link to the past remains unbroken. Your legacy will be a trust for the future that helps the members of all races and cultures learn to recognize the inherent worth and dignity of human life.

The Museum’s planned giving and endowments professionals can help you create a legacy to meet your financial, tax, and estate-planning goals while supporting the Museum’s mission.

Options include:

Bequests

A will is a vital document that protects your family and those you care about. Bequests are provisions in your will or revocable living trust that designate how your assets will be distributed after your lifetime. Charitable bequests can eliminate or reduce federal estate taxes and they are one of the simplest and most flexible ways of giving. You have the option of naming the Museum as the beneficiary of a fixed dollar amount or a percentage of your residuary estate. You can also determine whether you would like your bequest to support the Museum’s Permanent Heritage, History and Hope Endowment Fund or Annual Fund.

Charitable Gift Annuities

The charitable gift annuity (CGA) is a simple form of life-income gift that will pay you and/or someone you choose a fixed income, part of which may be tax-free. In addition, you will receive an income-tax charitable deduction for a portion of your gift and a potential reduction in gift and estate taxes. Best of all, your gift will ultimately support the Museum’s Permanent Heritage, History and Hope Endowment Fund after your lifetime.
This section of our website is still under development. Please consult your Certified Financial Planner, Tax Accountant or attorney for additional information.

Gifts of real estate, life insurance, and more

You may convey real estate to the Museum either as an outright gift or by establishing a charitable remainder trust.

     Outright Gifts

In the case of an outright gift, the property is transferred by deed to the Museum and is subsequently sold. In the case of a trust, the property is transferred by deed to the trust and the trustee then sells the property and uses the proceeds to pay income to the beneficiaries.

In you make an outright gift, you receive a current income-tax charitable deduction based on the appraised fair market value of the property and you avoid any income tax on the capital gain.

     Charitable Remainder Trusts

With a charitable remainder trust, you will also avoid tax on capital gain and, as an income beneficiary, you will receive annual income from the trust that is based on the proceeds of the sale of the property. When the trust is established, a current income tax charitable deduction based on the present value of the remainder interest to the Museum will result.

This section of our website is still under development. Please consult your Certified Financial Planner, Tax Accountant or attorney for additional information.

Marketable Securities

Giving marketable securities that have appreciated in value is an especially prudent and economical way to support the Museum. Gifts of long-term appreciated stock or mutual funds offer a quick, easy, and tax-efficient way to make a lasting contribution to the Museum. The benefits include:

Income Tax Savings. You may be entitled to an income tax charitable deduction of up to 30 percent of your adjusted gross income. The excess can be carried forward for up to five subsequent years.

Capital Gain Tax Savings. Avoid capital gain taxes you would have incurred if you had sold the securities.

Receive Income. By funding a life-income gift, such as a charitable gift annuity, with securities, you could receive income during your lifetime.

If you would like to make an outright gift of stock to the Museum, please follow these instructions and submit the form.