Support the Campaign

Planned Giving

The Vanderbilt Society

By naming the Greenwich Historical Society in your estate plans, you will become a member of the The Vanderbilt Society and provide much-needed support for the Reimagine the Campus Campaign.

Options may include:

  • A specific bequest
  • Make the Greenwich Historical Society the beneficiary of a charitable remainder trust
  • Establish a charitable gift annuity focused on specific programs
  • By donating stock to a charitable trust or annuity, you will receive a current income tax charitable deduction, avoid capital gains tax on the sale of stock, and receive quarterly payments based upon full pre-tax market value of stock. Any remaining funds will transfer to the Greenwich Historical Society after you (and/or a beneficiary) passes away.
  • Give directly from your IRA and receive a charitable deduction, avoiding penalty tax otherwise payable on withdrawal.

Year-end tips:

  • Make a year-end gift and receive a current income tax deduction and reduce the taxable portion of estate (IRS limitations apply)
  • Avoid capital gains tax with a contribution of appreciated securities
  • Consider a donation of art or other property

Greenwich Historical Society Vanderbilt Society Sample Testamentary Language

Restricted Bequest for a Named Endowed Fund
I give and bequeath to The Greenwich Historical Society, a not-for-profit educational corporation located at 39 Strickland Road, Cos Cob, CT 06807, the sum of _____________________ dollars ($____________).

For more information about the The Vanderbilt Society, please contact Laura Kelly, or call 203-869-6899, ext. 14.

Greenwich Historical Society 47 Strickland Road, Cos Cob, CT 06807 203-869-6899

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