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Creating Your Legacy With a Planned Gift
The Minnesota Historical Society encourages all members and friends to consider either current or deferred gifts to the Society's endowment. The Society's Named Endowment program provides donors with a wonderful opportunity for establishing a permanent legacy in their names or in memory or in honor of others. These funds will provide important support for the Society's programs for generations to come. At the time of the annual Legacy Society luncheon, September 14, 2009, the Society recognized 109 Named Funds ($50,000 minimum) and 17 Named Pooled Funds ($10,000 minimum).
Please note the Society's charter requires that bequests lacking restriction from a donor be held in perpetuity. Accordingly, such gifts become part of the Society's endowment. Earnings on these bequests that exceed the spending rate approved by the Society's governing board are added to the principal value of the endowment.
Donors who wish to designate an estate gift to a specific purpose within the charitable mission of the Society should contact the Development Department at (651) 259-3116.
For more information about planned giving options, please visit Minnesota Legacy Society.
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos.
Click here to learn more.
| Personal Planner | Income for Surviving Spouse
 Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ... |
Benefits for Family and the Minnesota Historical Society
There are several ways to plan a gift for the Minnesota Historical Society. Often, a surprisingly small amount of money can be maximized through a charitable remainder trust, will provision, or other deferred giving options.
Click on the pictures below to view the stories of some of our donors.
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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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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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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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Splitrock Light House
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Cassie Cramer
Director of Development |
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience. |
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact jerry.jackson@mnhs.org.
If you are a professional advisor, you may take the following steps on this site.
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