The Georgia Trust

PLANNED GIVING

 


photo by Diane Kirkland

Leave a legacy to The Georgia Trust

The Georgia Trust Keystone Society was established to recognize the generosity and foresight of donors that make planned gifts to the Trust.

Planned gifts help to provide a permanent financial base for the organization and its ongoing efforts to protect and preserve Georgia's history for generations to come. Supporters who want their gift to benefit Hay House become members of the P.L. Hay Order of the Keystone Society.

There are many ways to leave a legacy at here at The Georgia Trust, many of which have significant tax advantages for you and your survivors:

  • Bequests – The simplest and most common planned gift, in which you bequest a specific sum, property, percentage of your estate, or portion of the remainder of your estate to The Georgia Trust in your will. Click here for sample bequest language>>
  • Gift of Real Estate – You can donate real estate as an outright gift, as a bequest, or as a gift into a charitable remainder trust.
  • Gift Annuities - You can give The Georgia Trust an unrestricted gift. In exchange, the Trust pays you a specific income for life.
  • Charitable Remainder Trusts – You can transfer property such as stocks or bonds to a trustee who pays income to you. You receive a charitable donation and The Georgia Trust receives the property at the end of the trust.
  • Charitable Lead Trusts – You can transfer property such as stocks or bonds to a trustee who pays income to The Georgia Trust. Your beneficiaries receive the remainder at the end of the trust.
  • Life Insurance – You can give the Georgia Trust an existing policy or take out a new policy that names The Georgia Trust as beneficiary. You pay the premiums and deduct them as a charitable contribution.

 

Emeritus Trustee Mose Bond and his wife, Teri, have been involved with The Georgia Trust since the 1980s. The couple are regulars at Trust events and both are known for wit, elegant dress and love of a good party. We are honored to have the Bonds as members of the Keystone Society by leaving a gift to the Trust through their 401K

"When Teri and I were doing our estate planning, we knew we wanted to not only remember children, grandchildren and nieces but also wanted to do something for those organizations that were important to us. At the top of that list was the Georgia Trust, not only for its mission but also as a thank you for all the good times the Trust had afforded us over the years.

Since both of us are native Georgians and keenly interested in preserving the meaningful history of the built environment in our state, we felt the Trust was the organization that could carry forward such a legacy for future generations.

We remembered the trust in two ways--first by giving a portion of my 401k plan to the organization when I retired under laws that then and now make such a gift tax-friendly but also though our wills. It is an honor to give back to an organization that has meant much to us."

Mose Bond

 

From a simple mention in your will to options that begin during your lifetime, we are happy to discuss them with you and/or your estate planner.

For more information on the Trust's planned giving program, please contact Sr. Director of Development, Bryn Chanudet at 404.881.7803 or bchanudet@georgiatrust.org.

 

The material contained herein is not offered as legal or tax advice. Examples of prospective benefits are based on assumptions which may not apply to your situation at the time of your gift. We encourage our donors to seek the advice of a tax advisor, attorney, and/or financial planner to confirm that a contemplated gift is appropriate to your overall circumstances and planning.

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