Planned giving provides security and benefits to the Columbia River Maritime Museum and its donors. Many planned giving options provide financial benefits to the donor that far exceed the value of the actual contribution. The Internal Revenue Service provides generous incentives for charitable gifts made through estate planning. Some of these gifts can provide lifetime income to the donor (or others) while generating charitable deductions from income and capital gains taxes.
It is best to consult with an attorney or estate planner to explore all of the options and benefits available. Some of the more common planned giving tools include:
- Bequests by will
- Gifts of property
- Charitable remainder trusts
- Gifts of appreciated assets
- Charitable lead trusts
In addition to the financial advantages of planned giving, donors making such gifts receive:
- An invitation to the Museum’s annual luncheon for planned gift donors
- Permanent recognition on the Museum’s donor wall
- Prominent recognition in the Museum’s QuarterDeck magazine
- Free family admission to the Museum for life
- Free lifetime subscription to the Museum’s QuarterDeck magazine
Planned giving has played an important role in the preservation of our region’s maritime heritage since the Museum’s founder, Rolf Klep, left his entire estate to the Museum as a permanent endowment.
If you have questions about planned giving, please contact the Museum’s Communications and Membership Manager.