Legacy Preservation Partners

Planned Giving Program
of the
Heritage Society of Austin

The Heritage Society of Austin is pleased to present a new Planned Giving program to support our mission. The Planned Giving program will create a secure financial future to allow the Society to focus more time and attention on the preservation of Austin’s shared heritage and less on fundraising obligations.

We hope you will name the Heritage Society of Austin as a beneficiary of your estate plan and be recognized as a charter member of the Legacy Preservation Partners. This esteemed group of donors pledge planned gifts of $5,000 or more to the Society.

Making a planned gift to the Society bequeaths the legacy of Austin’s unique and cherished character to future generations. Your support will ensure our ability to maintain constant vigilance over major threats to Austin's heritage. A gift will empower us to prevail on future challenges, as we have on maintaining tax abatements for City Landmark properties, the adoption of a Local Historic Districts program, strengthening Austin’s Preservation Plan, and the ongoing effort to preserve the Capitol View Corridors.

The current and future work of the Heritage Society of Austin depends upon your goodwill. To that end, there are a myriad of planned giving options from which you can choose – from naming us as a beneficiary in your will to a gift of stock. Planned gifts are popular because they can provide valuable tax benefits and/or income for life.

Potential Benefits of Planned Gifts:
* Increase current income for the donor or others
* Reduce the donor's income tax
* Avoid capital gains tax
* Pass assets to family at a reduced tax cost
* Make significant donations to charity

To make a gift or receive more details, please contact Executive Director Jacqui Schraad at 474-5198 ext. 15 or Jacqui@hsaustin.org.

Compare Gift Options

Bequests to HSA – a bequest is a transfer of a specific amount of funds directed in a will or the allocation of a percentage of a residuary estate to HSA.

Beneficiary of Retirement Plan – HSA may be designated to receive all or part of a retirement plan after death. Retirement plans are subject to significant estate and income taxation upon passing to heirs. Transferring a retirement plan to a 501(c)(3) charitable organization such as HSA would allow the organization to receive all of the plan’s value free of taxes.

Beneficiary of Life Insurance – HSA may be designated to receive all or part of the proceeds of a life insurance policy. This may be achieved by requesting a beneficiary designation form from the insurance carrier.

Stock Gifts – Gifting of stock to HSA allows a donor to fully realize the value of the stock without negative tax consequences. HSA has a brokerage account established, and a gift of stock should be coordinated with our Executive Director to ensure appropriate receipt and acknowledgement.

Other Planned Gifts – HSA will work with a donor or their estate planning or financial professional to craft a specific gift plan.