Leave a legacy gift to help preserve and share the story of our South Whidbey community
Perhaps you have been a longtime supporter of the South Whidbey Historical Society and would like that support to continue…
Or maybe you are a new supporter of local history..
Why not make a legacy gift to the South Whidbey Historical Society and Museum to benefit future generations?
It’s easy to make a gift to the South Whidbey Historical Society in your will or estate plan. You can also name the South Whidbey Historical Society as a beneficiary under your will, trust, or life insurance policy — or either for a specific amount, a percent or the estate.
You can also designate the South Whidbey Historical Society to be the recipient of:
- A specific monetary donation
- A percentage of your estate
- Your IRA or life insurance
- Stocks and Bonds
Your legacy gift will provide vital funding to support the work of our nonprofit Historical Society and Museum.
Over age 70-1/2? Why not make an IRA tax-free gift to the Historical Society?
Did you know that persons over 70-½ may ask their IRA custodian to transfer up to $100,000 to a public charity. This will not be income or a charitable deduction—the result is better than a deduction!
You can also name South Whidbey Historical Society as beneficiary of your IRA or Life Insurance policy.
If you are making monetary distributions among family and charities it is best to make the charitable distributions from your IRA because the charity will receive the IRA distribution free of income tax and this leaves more for distribution among your family.
Please contact your family lawyer or estate planning professional to make changes in your planned giving. Some helpful information to include on your visit:
The South Whidbey Historical Society and Museum is a 501(c)3 nonprofit charitable organization.
Our EIN# is 91-1180809.
Our mailing address is: SWHS / PO Box 612 / Langley, WA 98260.
Questions? Please contact our Board President, Bill Haroldson, at SWHMuseum@gmail.com
Benefits of being a Legacy Circle Member…
When you join the SWHS Legacy Circle, you will be invited to special events and an annual luncheon to hear about what the Historical Society is doing and our future plans. You’ll also be given a token of our appreciation for your legacy gift plans.