The gift you give today becomes the legacy you leave tomorrow. Like Jefferson and his trees, there are gifts you can make today that will benefit future generations of park stewards.
When you make the Independence Historical Trust a beneficiary of your estate planning, your legacy makes possible the following:
Including Independence Historical Trust in your will or trust is a great way to ensure your legacy lives on at Independence National Historical Park without affecting your income during your lifetime. When deciding on your estate, you can choose to leave the Trust a specific dollar amount, a percentage of your estate, or even the remaining balance after distributions have been made to other beneficiaries.
You can also choose to name the Independence Historical Trust as a beneficiary of a retirement plan such as a 401(K), 403(b), IRA or profit-sharing pension plan. It is easy to complete this request:
Download our Gift and Estate Planning document for legal information on the organization as well as your Statement of Intent.
As a reminder, Independence Historical Trust is not offering advice on tax benefits or estate planning. We strongly recommend talking to planning administrators and estate lawyers before making a decision.