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Quick Navigator
It has been said that the non-profit organization that does not develop an endowment fund now will not survive into the next century. Your donation to our Endowment Fund will ensure the survival of our museum.
Your contribution will help us preserve and carry our collective memory into the 21st century. What to get for the person who has everything? Consider giving a donation to the St. Petersburg Museum of History in the name of a friend or loved one!
Concerned about taxes? All donations to the St. Petersburg Museum of History, a 501 (C) (3) organization, are tax deductible to the extent allowed by law. Ask about a "Charitable Remainder Trust," a special program that allows a donor to give a gift of property to the museum, while still enjoying a profit from the gift for the lifetime of the donor, and at the same time receiving a charitable donation tax break.
Planning your estate? Consider a bequest to the Museum. It's the perfect way to help preserve our history for your children and grandchildren. Call Mathias Bergendahl, Executive Director, or Colleen Handfield, Office Manager for more information regarding planned giving programs. (727) 894-1052.
With your help, the St. Petersburg Museum of History will contribute to future generations through gifts that support research, education, and preservation of St. Petersburg's rich history.
BRICK
TREE OF HISTORY
Cash Contributions
The most simple way and easiest form of contribution is a gift of cash, which provides tax benefits for those who itemize their deductions. The result is that your net cost is less than the face amount of the membership or other donation.
Bequests
Another simple way to "take your place in history" is through the inclusion of the Museum or Historical Society in your will. By earmarking a portion of your estate, you can avoid some estate and gift taxes.
Appreciated Property Gifts
If you have stocks, bonds, mutual funds, an insurance policy, or real estate, you may turn these into charitable gifts to the Museum without affecting your spendable income. If you have property that has appreciated in value and have owned it longer than one year, you may be entitled to an income tax deduction for the full, current value, as well as avoid capital gains taxes.
Life Income Gifts
Life income plans let you convert low yielding assets to additional income sources without incurring capital gains taxes at the time of giving. The increased popularity of Charitable Remainder Trusts and Annuity Trusts has expanded financial and estate planning flexibility.
Charitable Reminder and Annuity Trusts
These plans allow you to make a gift now while retaining annual income for life.
Expert Advice Available
Every circumstance is different. We have given brief descriptions in this brochure of SOME of the ways you can "take your place in history" and contribute to the future of the St. Petersburg Museum of History. We will be happy to arrange for you and your tax advisor and /or attorney to meet with one of our professionals to plan the giving that will best meet your needs.
