Make the most of your assets

You can achieve your own financial or estate planning goals while you benefit the work of Historic Annapolis. Your gift creates your legacy, helping to ensure that future generations will be able to enjoy the Annapolis heritage.

There are many ways to make a planned gift:

Pledge Paid Out over an Agreed Period of Time

Gifts of $25,000 or more may be paid in installments over a period not to exceed five years. Gifts of $5,000 or more may be paid in installments over three years.

Securities or Real Property

A gift of securities (stocks, bonds, or mutual fund shares) may have a lower after-tax cost than an equivalent gift of cash. You may also give real property on the basis of current market value.

Life Insurance

You may donate an existing policy or purchase a policy for Historic Annapolis's benefit.

Gift Subject to Annuity or Trust Payments

Many types of charitable trusts and similar instruments can have tax and current-income benefits. Please consult your professional tax advisor.

Bequest

Language needed to include Historic Annapolis in your Last Will and Testament should be composed with the assistance of your professional advisor. Such gifts are credited when the funds are distributed.

Although we cannot offer financial advice, you can get details on these types of planned gifts by contacting Carrie Kiewitt, Director of Advancement, at 410-626-1033 or carrie.kiewitt@annapolis.org.

Make a Gift Today