How to Give - Giving Options
The Lewes Historical Society will work with you and your advisors to design a plan that achieves your financial and philanthropic objectives. Gifts can be wonderfully simple, flexible and easy to make. We can provide appropriate language for naming the museum in your will or assist you in making a current gift to the museum. Some gifts that provide income to the donor or their beneficiaries are more sophisticated, but not difficult to set up.
Informative seminars with financial and legal experts are offered regularly to our members. We are always striving to develop programs responding to our members' interests and needs. We offer special seminars throughout the year on basic and advanced estate planning, techniques to reduce estate taxes, and retirement planning. These seminars are free, members-only events featuring presentations by experts in the field of estate planning and tax and financial planners. There are always extensive question and answer opportunities, and, as always, these seminars are free.
Topics include: the basics of wills, trusts, and the steps an executor and family must go through when a person dies, including ways to minimize this process; an overview of the federal and Delaware estate tax rules; adding income for life while obtaining a tax deduction; how you can reduce your taxes; charitable planning strategies and techniques; trusts and how they and foundations can be used to your advantage; business succession planning; and personal financial management.
This section of our web site will provide you with comprehensive detail of many of the options available. A few gift and estate planning options include:
Gifts of Cash
Gifts of Appreciated Securities & Other Assets
Bequests
Works of Art & Historic Artifacts and Collections
Personal Property
Charitable Gift Annuities
Charitable Remainder Trusts
Charitable Annuity Trusts
Charitable Unitrusts
Charitable Lead Trusts
Real Estate
Life Insurance
Retirement Plans
Endowments
Summary of Options
The information provided here is not intended as legal advice and is for educational purposes only. You should always speak with your legal and financial advisors regarding how these techniques apply to your individual situation. Proposals with specific information for your needs are available at no charge and place you under no obligation.
The Lewes Historical Society
110 Shipcarpenter Street
Lewes, Delaware 19958
Tel: 302-645-7670
Fax: 302-645-2375
E-Mail: development@historiclewes.org
©2002-2005 The Lewes Historical Society