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.
Leave a Legacy
There are many ways to leave a legacy here at The Georgia Trust, many of which have significant tax advantages for you and your survivors.
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.
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.
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.
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.
Mose & Teri Bond
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