Planned Giving

 

Plant A Seed that Lasts Forever, Join the Orchard Legacy Society

Friends, members and volunteers who make legacy gifts to the museum from their estate plans play a key role in the fiscal stability of the museum. Their gifts build the Endowment, a perpetual fund whose income provides essential financial support for all aspects of the museum including educational programs and exhibits.

We recognize the commitment of these visionary donors by extending them membership in the Orchard Legacy Society of the Campbell Historical Museum & Ainsley House.

Legacy Society members are recognized in the publications of the museum (with their permission) and receive special invitations to events and activities. Donate appreciated stock or other securities.

  1.  Name Campbell Historical Museum & Ainsley House Foundation as a beneficiary in your will or trust
  2.  Contribute a life insurance policy that is no longer a part of your estate plans
  3.  Name the Museums as a direct beneficiary of all, or a portion of, your retirement assets
  4.  Donate the property to the Museums prior to entering into a sales contract
  5.  Establish a Charitable Gift Annuity or a Charitable Remainder Trust

Financial Benefit to Becoming a Legacy Donor

Avoid taxes on capital gains and receive income tax savings.

  1.  Defer a gift until after your death and avoid the possibility of estate taxes
  2.  Make a gift with little current cost to you
  3.  Avoid income and estate taxes on IRAs or other retirement plans
  4.  Avoid capital gains tax on the sale of appreciated real estate and receive an income tax deduction
  5. Receive fixed income for life while avoiding market risks, possibly increase your rate of return, and receive an income tax deduction

 

 

For more information contact:

Karen Lange – Campbell Historical Museum & Ainsley House

51 North Central Avenue
Campbell, CA 95008
Tel. (408) 866-2757
Fax. (408) 866-2795
Email karenl@cityofcampbell.com