Legacy Giving

Estate Planning

 

“…too old to plant trees for my own gratification, I shall do it for my posterity.” ~ Thomas Jefferson

 

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:

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  • Thousands of people experiencing Independence through educational programs, virtual learning experiences and walking tours
  • Hundreds of volunteers engaging in events and park stewardship
  • Preservation of our national treasures and greenspaces
  • Enhancements to the visitor experience in the historical district

 

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:

 

  • Request a change-of-beneficiary form from your plan administrator
  • List independence Historical Trust as a non-profit organization beneficiary using our Tax ID # 23-7179598
  • Return the completed form to your plan administrator and send a copy to the Development Team at Independence Historical Trust at 143 S. 3rd Street, Philadelphia, PA 19106.

 

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.