Planned Giving

SUPPORT THE HISTORICAL SOCIETY OF CHESHIRE COUNTY WITH A LEGACY GIFT

The Historical Society has formed the David R. Proper Legacy Society to ensure the long-term success of our mission. Members can join the David R. Proper Society by committing to make a legacy gift. A legacy gift can take many forms:

 

 

A gift of appreciated stock

The stock market is at the high point of an eight-year bull market, and a donation of appreciated stock can be deductible at its current market value, regardless of its original cost. If you were to cash in the stock or give it to an individual, it would be subject to capital gains taxes. A charitable gift is a way to avoid the capital gains taxes. The Historical Society of Cheshire County works with Charter Trust Company to accept transfers of stocks. We can provide an account number to your broker to make the transfer, and we can provide an acknowledgment letter with the value of your stock for your tax professional.

For more information, contact Development Director Rick Swanson, 603-352-1895, devdir@hsccnh.org

 

 

We respect your confidentiality.

Remembering the Historical Society of Cheshire County in Your Will or Trust

A common and simple way of supporting the Society is by making a provision in your will or trust.

Your will designates your beneficiaries and spells out your final wishes. The beneficiaries would include your heirs, of course, but many people include provisions for charitable organizations as well. It is our hope that you will consider including the Historical Society of Cheshire County in your plans.

The following suggested forms of bequests are examples that can be adapted by you and your attorney to meet your intentions:

  • a specific bequest (a particular dollar amount)

Sample language: “I give and bequeath to the Historical Society of Cheshire County, a New Hampshire non-profit corporation, Tax ID number 02-6007201, with offices at 246 Main Street, Keene, NH 03431 (mailing address P.O. Box 803, Keene, NH 03431), the sum of $_______ to be used for the general purposes of the organization (or to be used for a specific purpose such as A or B).”

  • a percentage bequest (a percentage of your estate)

Sample language: “I give and bequeath to the Historical Society of Cheshire County, a New Hampshire non-profit corporation, Tax ID number 02-6007201, with offices at 246 Main Street, Keene, NH 03431 (mailing address P.O. Box 803, Keene, NH 03431), _____% of my estate, to be used for the general purposes of the organization (or to be used for a specific purpose such as A or B).”

  • a residuary bequest (a designation of the remainder of your estate after specific amounts are left to family members, friends, or other charities)

Sample language: “I give and bequeath to the Historical Society of Cheshire County, a New Hampshire non-profit corporation, Tax ID number 02-6007201, with offices at 246 Main Street, Keene, NH 03431 (mailing address P.O. Box 803, Keene, NH 03431), all (or stated percentage of) the rest residue and remainder of my estate to be used for the general purposes of the organization (or to be used for a specific purpose such as A or B).”

  • or a contingent bequest (in the event your designated beneficiaries predecease you)

Sample language: “If any beneficiary named in this will is not living at my decease, then I give and bequeath to the Historical Society of Cheshire County, a New Hampshire non-profit corporation, Tax ID number 02-6007201, with offices at 246 Main Street, Keene, NH 03431 (mailing address P.O. Box 803, Keene, NH 03431), any bequest which said beneficiary would have received if he or she had survived me.”

For more information, contact Development Director Rick Swanson, 603-352-1895, devdir@hsccnh.org.

We respect your confidentiality.

A donation of retirement assets

You can designate the Historical Society of Cheshire County as a beneficiary of a percentage of your IRA. It’s easy and free. You just need to get a beneficiary form from your IRA.

Also, you can give directly from an IRA (Individual Retirement Account) and avoid federal income tax on the withdrawal of the asset.

If you are over 70 ½, a charitable IRA gift may also count towards your required minimum distribution (RMD). To do so, you can instruct your IRA investment advisor to send some of the money from your IRA directly to the Historical Society of Cheshire County without first taking it as income.

For more information, contact Development Director Rick Swanson, 603-352-1895, devdir@hsccnh.org.

We respect your confidentiality.

A charitable gift annuity

You can make a gift and receive an income for life. When you establish a charitable gift annuity, usually with a gift of $10,000 or more, you will receive guaranteed fixed income for life for up to two beneficiaries. The annual payout is based on the ages of the income beneficiaries at the time of the gift. Much of the income is usually tax free, which increases its after-tax value. Additionally, you will receive a charitable income tax deduction for a portion of the gift for the year the gift is made. The Historical Society works with Charter Trust Company to establish charitable gift annuities.

For more information, contact Development Director Rick Swanson, 603-352-1895, devdir@hsccnh.org.

 

 

We respect your confidentiality.