Become a GB Historical Society Legacy Member and make a lasting difference

with No Comments

What is your legacy? Do you have a desire to make a lasting difference? You are a part of our town’s history. Be part of our effort to ensure that our town’s historical heritage is collected, preserved, protected, and shared with future generations.

Join with others who are becoming cherished Historical Society Legacy Members. As you explore your estate planning, please consider a gift to the Great Barrington Historical Society. By planning your charitable contribution to the Society now, you’ll protect your valuable assets by reducing or eliminating estate and income tax burdens on your family. And by informing us of your designation, you’ll be included and recognized as a Legacy Member. The GBHS is a nonprofit 501(c)3 charity, ID #042650251.

There are many ways to plan your charitable contribution.

  • Donate appreciated stock. Give your appreciated stock to the Great Barrington Historical Society and eliminate capital gains tax.
  • Name the GBHS as a beneficiary of retirement plan assets. These assets remain taxable when given to loved ones, but are tax-free when given to a nonprofit like the Society. Please consider naming the Great Barrington Historical Society on your Beneficiary Designation Form. It’s easy to do, and there are no legal fees. By planning ahead, the funds you designated as a charitable contribution will go directly to the GBHS, thereby reducing your family’s tax burden. This is a great option for ensuring support for the Society beyond your lifetime.
  • Give from your IRA (if you’re age 70 or older). This gift helps fulfil your required minimum distribution and does not count as taxable income to you.

By including the Great Barrington Historical Society in your estate planning, we will truly be “Making History Together.”