Individual Giving

INDIVIDUAL GIFTS
Make a powerful difference in our community with a financial gift to The Historic Trust. Your gift helps preserve and adapt historic buildings, supports educational programs for all ages, elevates the accomplishments of emerging leaders, and fosters a place of peace and solace for everyone in our community. Gifts are tax-deductible as allowed by law.

EMPLOYER MATCHING GIFTS
Matching funds from your employer are a fantastic way to increase your support for The Historic Trust.  The company you work for, or are retired from, may match your gift dollar for dollar or more. Ask your employer’s human resources office if they provide matching funds.

GIFTS OF STOCKS & BONDS
Gifts of long-term, appreciated securities, such as stocks, bonds and mutual funds, can be a wise alternative to an outright gift of cash because you avoid capital gains tax and receive an immediate income tax deduction.

GIFTS OF REAL ESTATE
If you own long-term, appreciated property consider donating it The Trust, who will handle the sale of the property and provide you with substantial tax savings. Benefits include avoiding capital gains taxes on the transfer of the property, an immediate income tax deduction for the fair market value of the gift, and no more property taxes, maintenance costs and insurance on the property.

LIFE ESTATE RESERVE
For many, a charitable gift could be their home, farm, or even a vacation home. You can deed your property to the Trust now while retaining a life reserve estate. This allows you to reserve the right to remain on and maintain the use of your property for life. The life estate can last for your life, or your life and another’s life. You will remain responsible for the maintenance, insurance and taxes on the property.

VOLUNTEER
Gifts of time and talent are needed and very much appreciated! Please consider volunteering as a tour guide, teaching assistant or helping out at an event or renovation project. Click here to volunteer.

For more information, please contact Tara Taylor, Director of Development, tara.taylor@thehistorictrust.org.

 

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