START A LEGACY
Your gift matters; Make a lasting impact-
Now and beyond your lifetime
Why Make A Planned Gift?
Bequests and planned gifts benefit the Summit Historical Society while meeting your own financial goals allowing you to:
- Enjoy income and tax savings during your lifetime
- Maximize benefits for you and your loved ones
- Stay connected with an organization that shares your passions
- Provide for the Society’s future growth and financial security
- Give your way, leaving a specific amount, a percentage, or a residual portion of your estate
- Keep it flexible – you can always change your mind
WAYS TO GIVE
If you wish to make historical preservation a part of your legacy, here are a few popular ways to give without impacting your current financial situation
Bequests
Make a gift of cash, securities, or property – it’s as simple as adding on sentence to your will. Click here to download sample language for your will
Retirement Plans
Name the society as a beneficiary of your retirement plans (IRA, 401K) or life insurance policy
Trusts
Create a trust that gives you income during your lifetime while the remainder goes to SHS
Working in concert with your personal tax advisor and attorney, you can determine the right option for you and your family’s needs
Testimonials
“Legacy giving yields a priceless reward, that of protecting and preserving the history of Summit County. This connection with our past enriches our lives. Like a fading antique photograph, our vivid history could blur. Let’s look forward and fund preserving our vital link with Summit County’s golden yesteryears.”
“About two years ago, Jeanne and I added a percentage of our estate in our will to the Summit Historical Society for their continued effort to preserve its history.”
“History matters and the Summit Historical Society has preserved the history of Summit County since 1966. Our legacy gift is critical to support the future of telling the stories of the people, places and events in Summit County, past and present, so that those who follow us may know where they came from.”
“I plan to make a legacy gift to the SHS to support development of the Summit Historic Park. Making the western end of the Society’s property into an accessible, self-guided, educational site to complement the formal Schoolhouse Museum and its exhibits is something I have wanted to accomplish for years.”
Have you included Summit Historical Society in your estate plans?
If you’ve designated the Society in your estate plans, please let us know. We would like to acknowledge your gift which may inspire others. Requests for anonymity will always be honored
Interested in learning how to make a planned gift while maintaining control of your assets? Need sample language for your will or trust? Contact us at 970-468-2207 or message below for more information or to explore options.
Click the following links to download our Donor Privacy Policy, Donor Bill of Rights and Copyright Statement, Naming and Recognition Policy, and Development Code of Ethics
