Planned Giving

“The most useful and influential people in America are those who take the deepest interest in institutions that exist for the purpose of making the world better.” – Booker T. Washington

Planned giving is an easy way to make a lasting contribution to the Falmouth Historical Society. Such gifts play a crucial role in sustaining the Society’s high level of programs and collections while enriching, preserving, and shaping the culture of the community.

The Falmouth Historical Society welcomes bequests.  In order to make a bequest, be sure to consult with your attorney.  Your attorney can help you include a gift to the Falmouth Historical Society in your estate plan. We provide some basic bequest language below to assist you and your attorney.

I hereby give _____________ dollars ($_______) to the Falmouth Historical Society, a Massachusetts nonprofit corporation currently located in Falmouth, Massachusetts, for its general purposes.

I hereby give ___ percent (___%) of the residue of my estate to the Falmouth Historical Society, a Massachusetts nonprofit corporation currently located in Falmouth, Massachusetts, for its general purposes

 

Popular ways to give include:

Bequests and Wills
A bequest (donation made through your will) is a flexible and convenient planned gift. While you may decide today that you will make the donation, the transfer will occur only when your will is probated. In other words, you retain complete control of your assets during your lifetime. There are several types of bequests you may want to consider:

Outright Bequest
Donate a gift of a specific dollar amount or a particular asset, such as appreciated securities, a house, real estate or other tangible property.

Residuary Bequest
Make a gift of the remainder of your estate after the payment of all other bequests and estate-related expenses.

Contingent Bequest
Name the Falmouth Historical Society as the recipient of all or some of your estate after the death of other beneficiaries.

Charitable Remainder Trust
Set up a charitable trust wherein the principal would eventually go to the Falmouth Historical Society.

Retirement Assets or Insurance
Give the remainder of your IRA, tax-sheltered annuity or qualified pension plan, to the Falmouth Historical Society as beneficiary

Stock Options 

Instructions for stock options: Gift of Stock Donor Instructions Cape Cod 5

Please contact your attorney for special details and language for any bequest. Your tax planner can advise on the best option for you. By including a bequest to the Falmouth Historical Society in your will or living trust, you are ensuring that we can continue our mission for years to come. Your gift may also entitle your estate to a federal estate tax charitable deduction.

Falmouth Historical Society Tax ID #: 04-6066623
Contact: [email protected]