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Other options for making a legacy gift to the Children’s Museum might make sense for your estate planning. Two common vehicles to consider are Retained Life Estates and Charitable Remainder Trusts. We strongly suggest consulting with your financial planner and/or attorney when making your estate plan.
Retained Life Estate
A retained life estate is a great alternative to other charitable giving through estate planning such as a life income gift. With a retained life estate, you, the donor, receive all the benefits associated with gifting real property to charity while reserving the right to live in or use the property. You can deed a personal residence, second home or farm. As a result, you receive an immediate charitable income tax deduction. Learn more about retained life estates at CCIM.com.
Charitable Remainder Trust
Depending on your personal situation, you may bypass the capital gain tax on the sale of appreciated real estate or stock, receive payments for life, and enjoy an immediate income tax deduction and the satisfaction of making a generous gift to the Children’s Museum of Sonoma County. Learn more about charitable remainder trusts, how they work, and reasons to create one at IRS.gov.
Please let us know if you have included the Children’s Museum as a beneficiary in your Retained Life Estate or Charitable Remainder Trust. We would love to say “thank you.” We will keep your information strictly confidential, unless you give us permission to publicly acknowledge your generosity. Download our Legacy Circle enrollment form below.
The Children’s Museum of Sonoma County was founded in 2005 and is designated as a tax-exempt nonprofit charitable 501(c)(3) organization by the Internal Revenue Service with the Tax ID #20-3496878.
