Planned Giving

The 1928 Legacy Society

Build Your Legacy with Us

We invite you to build your legacy by making a planned gift to the Museum.

Planned giving is a way to support the Sharlot Hall Museum in the future through arrangements you make today. Legacy gifts are made in support of the Sharlot Hall Museum to perpetually serve the Museum’s research, collections, conservation, exhibitions, buildings, grounds, and programming needs.

Your gift makes you an essential part of this noble enterprise.

About Planned Giving

A planned gift allows you to make charitable gifts, continue to meet your current income needs, and take advantage of current tax incentives. This gift can be used in the year it arrives or become part of the endowment to perpetually support an area of your interest at the Museum.

Planned giving might include gifts from your will; life income gifts such as charitable gift annuities, charitable remainder unitrusts; gifts of life insurance; charitable IRA rollover; gifts of real estate or other valuables; gifts of appreciated assets; or Donor Advised Funds. View our FAQs below to help answer some questions as you get started.

To help you start the conversation with your financial advisor or estate planner, or to let us know now of your intentions, we have created a  Sample Planned Gift Intention Letter (PDF) for you to use or share with them. They will help you explore what options are best for you.

Every gift, no matter the amount, is deeply appreciated.

Let’s Talk!

Reach out to us to share your plans, let us know what you are considering, or just to start a confidential conversation about what’s possible.

Join the
1928 Legacy Society

The easiest way to become a member of The 1928 Legacy Society is to name the Sharlot Hall Museum as a beneficiary of your retirement account or as a beneficiary in your will or trust. 

1928 Legacy Society members enjoy:

  • An invitation to an annual event honoring Society members
  • Invitations to private receptions and events
  • Recognition in the Honor Roll of supporters (with your permission)

Begin our Conversation

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Discussing your charitable intentions with us now will lead to the result and intention you desire – it will ensure that your gift is used just as you wish.

Please submit this form so we may start this conversation.

Frequently Asked Questions

What is a bequest intention?

A bequest intention is a gift the Sharlot Hall Museum will receive at some future date. You designate the Museum to receive a benefit from your will(s) trust, retirement plan, life insurance policy, commercial annuity, or donor advised fund (DAF). Other gifts to be received in the future may also qualify, and we welcome your questions about them.

How do I determine the amount of my bequest intention if it is not a specific amount?

If you are leaving a portion of your estate/retirement account/life insurance/DAF, please provide your best estimate of what the Museum may expect to receive, based on today’s value.

May I designate my bequest intention to a specific program or initiative?

Unrestricted bequest intentions allow the Sharlot Hall Museum to use your gift where the need is greatest when it is received. However, you may designate your bequest intention to one of these areas: General purposes, Collections & Conservation, Buildings & Grounds, Programming [public & education] or Archives & Research. If you choose to restrict your bequest intention, please contact us to discuss your goals and objectives.

What happens if my estate cannot fulfill my bequest intention?

This confidential statement of gift intention form is not a legally binding document; there is no formal obligation. Your commitment is not legally binding to your estate or your heirs.

Why share information about my bequest intention?

Sharing information enables the Sharlot Hall Museum to recognize and thank you. You provide an inspiring example for others to follow. It offers the opportunity to discuss and clarify your goals and objectives. By inviting you to join The 1928 Legacy Society, we aim to strengthen and maintain your connection with the Sharlot Hall Museum.  The information you provide will remain confidential.

What happens if I change my estate plan?

We understand your plans may change in the future. If you make changes that affect your bequest intention, we ask you inform us in writing so we can accurately reflect your plans for the Sharlot Hall Museum.

Are you a Member?

Explore different ways to get involved.

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