Legacy of Hope Society
Our Legacy of Hope donors, people just like you, understand that it is imperative that we expand the reach of our resources and our work, and set the moral compass for a new generation. Planned giving is a unique charitable tool that allows you to support The Florida Holocaust Museum for many years to come while also fulfilling your own financial goals and objectives.
Help ensure the future of The Florida Holocaust Museum by remembering us in your will, estate plan or as a designated beneficiary. Each gift, big or small, makes a difference. Help us to connect the choices people made in the past to the choices people are faced with today, by using the lessons of the Holocaust to create a better future for all!
These are just some of the ways you can become a member of The FHM Legacy of Hope Society:
- A will is a vital document that protects your family and those you care about. Bequests are provisions in your will or revocable living trust that designate how your assets will be distributed after your lifetime. Charitable bequests can eliminate or reduce federal estate taxes and they are one of the simplest and most flexible ways of giving. You have the option of naming the Museum as the beneficiary of a fixed dollar amount or a percentage of your residuary estate. You can also determine whether you would like your bequest to support the Museum’s Permanent Heritage, History and Hope Endowment Fund or Annual Fund.
Charitable Gift Annuities
- The charitable gift annuity (CGA) is a simple form of life-income gift that will pay you and/or someone you choose a fixed income, part of which may be tax-free. In addition, you will receive an income-tax charitable deduction for a portion of your gift and a potential reduction in gift and estate taxes. Best of all, your gift will ultimately support the Museum’s Permanent Heritage, History and Hope Endowment Fund after your lifetime.
Gifts of real estate, life insurance, and more
- You may convey real estate to the Museum either as an outright gift or by establishing a charitable remainder trust. – You may name The FHM as a beneficiary of your life insurance policy. – You may designate The Florida Holocaust Museum as a beneficiary of a bank account.
Charitable Remainder Trust
- With a charitable remainder trust, you will also avoid tax on capital gain and, as an income beneficiary, you will receive annual income from the trust that is based on the proceeds of the sale of the property. When the trust is established, a current income tax charitable deduction based on the present value of the remainder interest to the Museum will result.
Please consult your Certified Financial Planner, Tax Accountant or attorney for additional information. We urge all prospective donors to seek the assistance of personal legal and financial advisors in matters relating to their gifts, including the resulting tax and estate planning consequences. The information above is intended to provide general information on gift giving and should not be used as specific legal, tax, or investment advice. To learn more about creating a legacy gift, please contact The FHM’s Director of Strategic Advancement, Sharon Boyes at 727.820.0100 ext. 239 or sboyes@TheFHM.org.
If you have already included The FHM in your estate plans please let us know so that we can be sure to include you in our Legacy of Hope Society. Your willingness to be listed as a member encourages others to follow your example. We respect those who wish to remain anonymous, but we urge you to inform us of your plans on a confidential basis, as it allows The FHM to plan for our future.
The Florida Holocaust Museum, Inc., is a private, non-profit 501(c)(3) corporation registered with the Florida Department of Agriculture & Consumer Services, Registration Number CH6448 and receives 100% of all donated funds. A copy of the official registration and financial information may be obtained from the division of consumer services by calling toll-free 1-800-435-7352 within the state or online at www.freshfromflorida.com. Registration does not imply endorsement, approval, or recommendation by the state.