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Remembering Aunt Ruth
Ruth Nomura was born in Portland in 1907. One of the first Japanese Americans to grow up in Oregon, she graduated with honors from Oregon State College earning a bachelor of science in home economics. More on Remembering Aunt Ruth >>.
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Honoring a brother...
Dr. Roger E. Anderson, a member of the Historical Society for nearly 40 years, recently designated the Society as the beneficiary of his IRA. His future gift will be used to create a special Legacy Fund in memory of his brother William L. Anderson. More on Honoring a brother... >>.
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A stamp that Made History - And Still Does!
In 2008, The Minnesota Historical Society was notified that Roger Emil Preuss, renowned wild life painter, born on January 29, 1922 in Waterville, Minnesota had bequeathed his estate to the Society. More on A stamp that Made History - And Still Does! >>.
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My Father Was A Big Influence
Marybeth: "My Father was a big influence." Marybeth has established a Named Endowment Fund at the Minnesota Historical Society through a planned gift expressing her appreciation for history and those who work to preserve it, and her commitment to extend to others the grounding she received as a child and youth. More on My Father Was A Big Influence >>.
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A History Player makes a Bequest
Thelma Boeder has been a faithful supporter of the Minnesota Historical Society, its collections and historic sites. She has expressed her love of history by establishing a family named fund. More on A History Player makes a Bequest >>.
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Hiram and Ada Drache
Valued members and friends, Hiram and Ada Drache, are numbered among those who have been rightly called our "Greatest Generation." Hiram and Ada's life-long belief in the importance of history to the quality of human life, has led them to create a legacy of support for the Comstock House in Moorhead, Minnesota. More on Hiram and Ada Drache >>.
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Model Railroader - Model Citizen ---All aboard!
Art Bergstrom a longtime member and volunteer, now adds Legacy Society member to his growing list of contributions to the Minnesota Historical Society. More on Model Railroader - Model Citizen ---All aboard! >>.
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Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Minnesota Historical Society. More on Easy IRA Gift >>.
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A Charitable Gift Annuity from the Schwartaus
John and Bernice Schwartau, along with their daughter, Judy, have elected to support the Minnesota Historical Society with a pooled named endowment fund, which they have established with two charitable gift annuities. More on A Charitable Gift Annuity from the Schwartaus >>.
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Gift Annuity Remainder funds Endowment for American Indian History
Shortly before her death on October 12, 2005, Harriet Thwing Holden, a Minnesota Historical Society member since 1968, worked with Society staff to create the Harriet Thwing Holden Fund for American Indian History. More on Gift Annuity Remainder funds Endowment for American Indian History >>.
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Planting the Seeds for a Secure Future
St. Paul author, Grace Hodgson Flandrau, loved history. She chose to leave her mark by establishing an endowed scholarship fund in honor of her father-in-law, Judge Charles E. Flandrau, with the goal of promoting research and publication in the field of Minnesota history. More on Planting the Seeds for a Secure Future >>.
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Illuminating the Past to Light the Future
On the eve of the Great Depression in 1928, the Minnesota Historical Society received its first endowment gift. Herschel V. Jones, a publisher and editor, who served on the Society's Executive Council from 1920 until his death in 1928, bequeathed $25,000 "for the purchase of books, pamphlets and manuscripts relating to subjects, individuals and events having a bearing on the history and development of Minnesota." More on Illuminating the Past to Light the Future >>.
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A Unitrust from the DeLeos
Annual donors since 1976, Richard and Shirley decided that they wanted to leave a lasting legacy at the Society. They created the Richard and Shirley DeLeo Fund for Historic Sites, which they are funding with current gifts and will supplement through a charitable remainder unitrust. More on A Unitrust from the DeLeos >>.
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Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones.
More on Current Gifts >>.
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John Baird's Endowment
John and Nancy Baird have a special sense of the importance of history. Perhaps that is what drew them to the Minnesota Historical Society, which now is the repository for their family history, many artifacts, and these two fine portraits of two Edward Brewer oil portraits of John's parents, Julian B. Baird and Helen Hall Baird. More on John Baird's Endowment >>.
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IRA's can Last Forever
Estate planning gives us each an opportunity to think about what we value most in life and how we can continue to support those values beyond our life. David and Kim Hakensen made a thoughtful commitment to the Minnesota Historical Society's endowment through their estate plan. More on IRA's can Last Forever >>.
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Students learn history, when they do history!
For more than two decades the Minnesota Historical Society and the University of Minnesota's Department of History have partnered to build student participation in the National History Day program. More on Students learn history, when they do history! >>.
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Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.
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A Bequest to Further Good Work
Nancy and David Atkins were dedicated volunteers. Over the years, they had seen many individuals impacted by the good work of our organization. They wanted to create a legacy to provide future support to continue our mission. More on A Bequest to Further Good Work >>.
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The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.
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Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.
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Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Minnesota Historical Society shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.
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Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially to $118,000. More on Flexible Deferred Gift Annuity >>.
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Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later.
More on Deferred Gift Annuity >>.
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Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.
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Gift Annuity for Real Estate
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan's wife of 45 years recently passed away. More on Gift Annuity for Real Estate >>.
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A Bequest to Save Taxes
Thomas Merrick was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.
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* These donor stories are for illustrative purposes. Each story is based on an actual gift case or a combination of cases. The pictures and names may be representative of the actual donors who were involved in either the cases or a combination of cases.
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