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. 

 

Charitable Remainder Trust

Lougenia and William Gabard Fund  

 
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