Planned Giving
MAKE A LASTING IMPACT
History helps us to realize our place in the world and our individual responsibility to our family, neighbors, community, and world. It makes us think about the legacy we will leave.
Through your Will, you have the opportunity to make changes in the world around you. In fact, our values may not be represented in the world if we don’t make that investment. You don’t have to be wealthy to leave a legacy that will affect the lives of the people you touch.
By remembering the Historical Society of the Phoenixville Area in your Will, you can ensure that your values will help influence others in the future and will assist the Historical Society of the Phoenixville Area in accomplishing its mission as articulated in the Mission Statement that appears below on this web page. Leaving to the Historical Society of the Phoenixville Area a percentage or a specific dollar amount of your estate or including the Historical Society of the Phoenixville Area as a beneficiary in a life insurance policy is easy to do. We would like to assist you to accomplish that objective.
Confidentiality and Recognition
There is no obligation to notify the Historical Society of the Phoenixville Area about your bequest, although we encourage you to consider informing the Historical Society of the Phoenixville Area about your intentions. Our Investment and Endowment Committee would be happy to work with you and your financial advisors, accountants, or legal advisors to develop bequest language and endowment descriptions that will be mutually beneficial to you and to the Historical Society of the Phoenixville Area.
The Historical Society of the Phoenixville Area gives special recognition to all who have included the Historical Society of the Phoenixville Area in their Will unless anonymity is requested. Please complete and return the Endowment Gift Form that can be found on this website or please contact the Historical Society of the Phoenixville Area about obtaining the form. All bequest information will be held in the strictest of confidence.
Please note that the Historical Society of the Phoenixville Area reserves the right not to accept any gift or bequest that is under $10,000 in value that imposes any restrictions on its use or on its investment vehicles such as investments in specific stocks, bonds, mutual funds or exchange-traded funds.
Although the Historical Society of the Phoenixville Area cannot make any representations about the tax implications of a gift or bequest in a Will, we suggest that you consult with your financial advisor, accountant, or legal counsel about the tax implications of any gift or bequest in your Will.
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Making a Donation to the Historical Society
Please consider making a tax-free donation to the Historical Society of the Phoenixville Area. We are a PA non-profit corporation with an IRS status of 501(c)(3). We appreciate your support!
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