PLANNED GIVING

People who believe in our mission often would like to give more, but they must balance that desire with the personal requirements and the financial security  of their loved ones. The following ideas suggest ways in which you can support the Jerome Historical Society after you are gone and still meet your needs and those of your family.

Prepare a will. Only about 40% have one. Without a will, you will lose control of the possessions you worked a lifetime to acquire.

Leave a gift in your will to the Jerome Historical Society. Just 8% of all wills settled in Arizona contain a charitable provision.

Consider giving assets. These may include stocks, bonds, CDs, or real estate. These gifts may even provide tax savings.

Name the Jerome Historical Society as the beneficiary of your IRA or pension plan.

Purchase a new life insurance policy and name the Jerome Historical Society as the beneficiary or name them in an existing life insurance policy.

Remember deceased loved ones with gifts to the Jerome Historical Society.

You can leave a legacy, and you can touch the future with a planned gift to the Jerome Historical Soceity. Speak to your accountant about Charitable Remainder Unitrusts.

Such trusts allow you to:

  1. Maintain current levels of spendable income
  2. Reduce the size of your taxable estate
  3. Initiate a cost-effective way to pay estate settlement costs.