The Charlotte Museum of History

What is a Planned Gift?

A Planned Gift is a technique that helps you maximize the personal benefits of your charitable giving, while also allowing you to make a gift that you might not have thought was possible. This is accomplished by following the charitable incentives established by federal tax laws. Planned Gifts are a way to make significant gifts and also enjoy the benefits of these laws. Planned Gifts are a valuable tool for sharing the resources you have been blessed with while also enhancing your financial situation and security.

A properly designed Planned Gift can help you achieve some of the following goals:

Help the Charlotte Museum of History continue its mission to tell the stories of Charlotte from the time of settlement up to the present day
Provide yourself with income during your lifetime
Convert low-yielding investments into a source of higher income
Eliminate or reduce capital gains taxes
Generate a significant federal income tax deduction
Eliminate or reduce federal estate taxes

Please note that this information is not intended as legal, tax of investment advice. When considering a planned gift, always consult your attorney, financial advisor, and tax accountant.


	What is a Planned Gift? A Planned Gift is a technique that helps you maximize the personal benefits of your charitable giving, while also allowing you to make a gift that you might not have thought was possible. This is accomplished by following the charitable incentives established by federal tax laws. Planned Gifts are a way to make significant gifts and also enjoy the benefits of these laws. Planned Gifts are a valuable tool for sharing the resources you have been blessed with while also enhancing your financial situation and security. A properly designed Planned Gift can help you achieve some of the following goals: Help the Charlotte Museum of History continue its mission to tell the stories of Charlotte from the time of settlement up to the present day Provide yourself with income during your lifetime Convert low-yielding investments into a source of higher income Eliminate or reduce capital gains taxes Generate a significant federal income tax deduction Eliminate or reduce federal estate taxes Please note that this information is not intended as legal, tax of investment advice. When considering a planned gift, always consult your attorney, financial advisor, and tax accountant.