Ways to Give
Planned Giving

In addition to Annual Fund and outright gifts, donors may also make a "planned gift." Planned gifts allow you to benefit from tax benefits and capital gains, plus provide for your surviving beneficiary and ensure your family's future financial needs. Planned gifts can be revocable or irrevocable, depending on how they are set up. Certain planned giving vehicles enable you to receive a lifetime income from the asset given in Plimoth Plantation's name. A planned gift can include a bequest, a gift of real estate/appreciated property, life insurance, a charitable remainder annuity trust, charitable remainder unitrust, charitable lead trust, retirement plan gift or charitable gift annuity.

Legacy Society/ Society of the Rock

Plimoth Plantation's legacy society, the Society of the Rock, recognizes and honors those friends who have remembered Plimoth Plantation in their estate plans.

You will receive a handsome gift recognizing your commitment and your name will be added to the Legacy Society Membership Plaque in the Great Hall at the Henry Hornblower II Visitor Center.

It is easy to join the Society of the Rock. If you have already included Plimoth Plantation in your estate plans, simply complete our online pledge form, and check the box to indicate that you have remembered the museum in your estate or will. You may choose to join the Society of the Rock or remain anonymous.

If you would like to include Plimoth Plantation in your estate plans, but have not yet, there are many ways to do so. The easiest method is a designation in your will such as:

I give Plimoth Plantation, Plymouth, MA _____ dollars ($ _____).

OR

I give Plimoth Plantation, Plymouth, MA
____ percent (____%) of my estate.

For additional ideas, or to receive more information about our legacy society, the Society of the Rock, and gift planning, please contact the Development Office at (508) 746-1622, extension 8226 or email us at societyoftherock@plimoth.org.

Kinds of Planned Gifts

There are many different kinds of planned gifts; these are just a few! Please contact the Development Office at (508) 746-1622, extension 8226 for further information.

Bequest: You can name Plimoth Plantation in your will and may receive an estate tax deduction for the value of your bequest. Wealth replacement vehicles may provide for your beneficiaries.

Real Estate/Appreciated Property: A donation of real property in full, or you can deed the remainder interest in your home and retain rights to live in your property for life. You may receive a break in capital gains tax and a deduction for the amount of a charitable gift.

A Gift of Life Insurance: You may give an old (paid up) or new policy naming Plimoth Plantation as the beneficiary. You may receive an immediate deduction for the gift’s value and possible estate tax savings. Or, you can leave the insurance policy as a bequest.

Charitable Remainder Annuity Trust: This is a trust that pays a set income to your designee before the charitable organization receives the remainder. There may be income tax and capital gains tax savings.

Charitable Remainder Unitrust: This trust pays a variable income to your or your designee before the charitable organization receives the remainder. There may be income tax and capital gains tax savings.

Charitable Lead Trust: This trust will pay an income to the charitable organization for a number of years, before the heirs receive the remainder. There may be gift or estate tax savings on the payments to the organization.

Retirement Plan Gift: Plimoth Plantation may be named as the beneficiary after your death. Income tax may be avoided on the plan, as well as estate tax.

Charitable Gift Annuity: A contract with the charitable organization is made between the donor and the charitable organization. The minimum required for a charitable gift annuity is $10,000. The donor receives quarterly payments from the principal given to the organization based upon his or her age. You may receive immediate income tax deduction for the value, with capital gains tax savings over a period of time.

What is a Living Trust? A living trust includes plans for the charitable organization. You may save in estate taxes if the charitable organization is the beneficiary. You can change the terms of this trust at any time.

Everyone’s tax circumstances vary. Please consult with your tax advisor on all the above Planned Giving vehicles.

hours: from 9:00 am to 5:30 pm, 7 days a week March 22 through November 30, 2008
address: 137 Warren Avenue, Plymouth, MA 02360 USA
telephone: 1 + 508 746 1622