Planned Giving Program of the National Women's History Poject
You are invited to join the National Women's History Project (NWHP) Planned Giving Program to ensure that NWHP has a stable source of funding for the future.
- Planning now can help you:
- Increase tax deductions
- Increase your retirement income
- Relieve tax liabilities on appreciated assets
You can make a planned gift to ensure the future of the NWHP and its programs. Support from bequests will make certain that the NWHP will continue to flourish. Planned gifts, large and small, will play a critical role in providing for immediate needs and inspiring the NWHP to undertake new projects and challenges.
Planned Giving Options
Planned Gifts benefit the National Women's History Project in the future.
Gifts may be made through a variety of tax saving vehicles and be designated for a specific purpose or be unrestricted for the Society to use where the need is greatest.
Bequest
A designated gift in your will or living trust is perhaps the simplest form of planned giving and the vehicle most commonly used
.If you designate the National Women's History Project as a beneficiary in your will, please consider using the following language to facilitate your gift giving. The language in brackets shows different alternatives depending on the nature of your gift.
Sample will language:
I give [$________ ] [the residue of my estate] [ ____________% of the residue of my estate ] [ description of a particular asset (real estate, described securities etc.) ] to be used where the need is greatest at the National Women's History Project
Retirement Accounts
Designating the NWHP - National Women's History Project as the beneficiary is an excellent way for you to make a gift to the NWHP, using an asset that otherwise might be heavily taxed.
Charitable Remainder Trust
A gift of assets establishes a trust and names the National Women's History Project as ultimate beneficiary. You receive valuable tax benefits during your lifetime and retain for life the income generated from the assets given to the trust.
Charitable Lead Trust
The income from the trust is donated to the NWHP during your lifetime. After your lifetime, the trust assets, pass without further tax to your heirs.
Life Insurance
Donating a fully paid, existing life insurance policy or a policy that is not fully paid, provides you with a current charitable income tax deduction.
Life Estate Gift
You may irrevocably transfer the ownership of a home or farm to the National Women's History Project and retain the right to occupy the premises for the rest of your life, and receive an immediate charitable tax deduction.
For more information, please contact Molly Murphy MacGregor at (707) 636-2888 or email ednasmolly@aol.com.