Planned gifts benefit the Museum and provide the donor with an opportunity to create a lasting legacy for future generations. The Museum is a qualified 501(c)(3) organization, so donations are deductible against income taxes and estate taxes.

 

There are many ways to structure a gift, and you should consult with your tax and financial advisor on a plan that can best fit your individual and financial objectives. Donors who make planned gifts that include the Museum are eligible for membership in The Legacy Circle of the Museum, which offers personal recognition and other advantages.

 

Insurance Gifts

Making the Museum the beneficiary of a new or existing life insurance policy is another way to make a significant gift to the Museum without tying up current assets.

 

Bequest

A bequest is one of the simplest ways for you to provide for the future of the Museum. Many donors have found it possible to make significant gifts of cash, works of art, or other property through their will and/or trust. A bequest to the Museum is deductible against estate and income taxes. Advance planning can maximize tax savings and preserve more wealth.

 

Retirement & Pension Plans

Donors can make a charitable gift using distributions from a retirement plan. 

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To learn more about legacy planning contact:

Tiffany Pepys Hoey at 

tiffany@BalboaIslandMuseum.org 

or 949-675-3952.