Current Giving Opportunities at Mason County Historical Society
Explore the current giving opportunities to support the Mason County Historical Society and help preserve our shared history.
By joining the Heritage Circle program, you play a crucial role in securing the Mason County Historical Society (MCHS) ‘s legacy for generations to come through estate planning and other significant contributions.
Members of the Heritage Circle provide critical support that enables us to offer educational programs, maintain historical sites, and curate exhibitions that bring our history to life. Your generous contributions ensure the long-term sustainability of the Mason County Historical Society’s operations.
By designating MCHS in your will or trust or including MCHS as a beneficiary of a retirement plan or life insurance policy, you demonstrate a profound commitment to our community’s history.
Explore the current giving opportunities to support the Mason County Historical Society and help preserve our shared history.
Donors aged 70 ½ or older may make a Qualified Charitable Distribution (QCD) of up to $100,000 to charity from their individual retirement accounts (IRAs). These contributions may also qualify to meet your required minimum distributions. Please contact us for more information on this tax-advantaged giving opportunity.
For donors interested in making a Qualified Charitable Distribution (QCD) to the Mason County Historical Society, we have provided a form to assist you in communicating directly with your retirement account holder.
Stocks, mutual funds, and bonds are assets some donors consider gifting. Directly donating these assets to the Mason County Historical Society will eliminate any capital gains tax burden for you related to the sale or transfer of this asset. You may also receive a charitable income tax deduction for the value of your gift.
We have provided a form to assist donors in making gifts of stock to the Mason County Historical Society.
Bequest Intention: Many of the Mason County Historical Society's past achievements have been made possible by legacies from members and friends. Your will or trust could help shape the Historical Society's future successes.
Retirement Assets: Retirement assets are a fast and easy way for you to make an impact on the next generation. Many taxes on these plans can be avoided or reduced while supporting the Mason County Historical Society.
Life Insurance: Life insurance is often overlooked as an asset that you can use to make gifts to the Mason County Historical Society. You may wish to make the Historical Society the beneficiary of a policy and support our programs with an insurance-related gift.
Charitable Remainder Trust: A charitable remainder trust (CRT) is a life-income arrangement that provides you and/or other beneficiaries with a stream of income for life or for a period of years. After the trust terminates, the principal, or "remainder interest," goes to the Mason County Historical Society.
To explore these and other options, contact us or call 231-843-4808.
Other easy ways to impact the Mason County Historical Society include gifting appreciated stock or giving from your retirement account (IRA).
The material presented on this website is intended as general educational information on the topics discussed herein and should not be interpreted as legal, financial, or tax advice. Please seek the advice of your tax adviser, attorney, and/or financial planner to discuss the application of these topics to your situation.
Become a member of the Heritage Circle today and help us preserve the stories, landmarks, and legacies that define our community. Your dedication and generosity make all the difference. Thank you for your support.
Rebecca Berringer
at 231-843-4808
Or Email
The Mason County Historical Society is a private, non-profit educational organization, formally organized on November 30, 1937.
Website Design By Nation Media Design