Planned Giving

Eighty percent (80%) or more of all planned giving is in the form of simple bequests in the donor’s will, but there are many potentially very valuable ways to make a planned gift.  Determining what type of planned gift is right for you is just as important as making the gift.

Outright Gifts

• Cash
• Appreciated securities
• Real estate

Estate Gifts

• By will or living trust
• Qualified retirement plans
• Life insurance

Gifts in Partnership with GHS

• Charitable Lead Trust
• Charitable Remainder Trust
• Charitable Remainder Unit Trust
• Retained Life Estate

In addition, planned gifts of $25,000 or more pledged to the Georgia Historical Society’s Endowment Trust are honored as Named Endowment Funds.

A GHS representative, along with your financial and/or legal advisor(s), can help guide decision making in this most thoughtful area of charitable giving.  Please contact the Georgia Historical Society toll free at 1.877.424.4789 or via e-mail at ghs@georgiahistory.com for more information.