Legacy Planning

Many of us choose to leave a gift to charity in our wills to support the causes that are already  important to us. There are advantages to making gifts in this way. These can include some important financial benefits. Please consult with your attorney or financial advisor concerning the details and tax consequences of your gift. To help secure the future of Hearthstone through a planned charitable gift, some options include: 

A LEGACY IN YOUR WILL

Gifts through your will can help reduce your estate taxes while helping to support Hearthstone and its continuing mission to benefit our community.

HEARTHSTONE AS A BENEFICIARY

An oft-used approach is to arrange for Hearthstone to benefit from several types of financial products including retirement plans, life insurance policies, and charitable remainder trusts.

HEARTHSTONE’S ENDOWMENT - “THE GREATEST GIFT WE WILL NEVER SPEND”

Please consider designating a gift to Hearthstone’s Endowment. The Endowment is designed to create principal to produce income from its earnings. While the earnings are essential to Hearthstone’s operations, the principal is not touched. Your gift to the Endowment literally becomes “The Greatest Gift We Will Never Spend.”

To discuss how your gift can best benefit Hearthstone please contact your estate advisor or: 

George Schroeder
Executive Director
gschroeder@hearthstonemuseum.org