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Planned gifts help donors tailor bequests and structure gifts of life
insurance, appreciated securities, art collections, and other assets. A
variety of life income arrangements are available, including charitable gift
annuities, deferred gift annuities, pooled income funds, charitable remainder
trusts, and charitable lead trusts.
For more information about how you can support the Michener Art Museum through
a planned gift, please call Carol Nelson, Director of Advancement, at 215.340.9800 ext. 167.
Kinds of Property Acceptable and Minimum Gifts Required
The following kinds of property may be used to fund the types of planned gifts
noted below:
- Bequest: Cash, securities, real estate, and personal property
including gifts of art.
No minimum gift required.
- Pooled Life Income Fund: Cash, appreciated securities with an
ascertainable value and readily marketable, real property. No tax-exempt
bonds.
Minimum initial gift: $10,000.
Minimum subsequent gifts: $1,000
- Charitable Gift Annuity and Deferred Gift Annuity: Cash,
appreciated securities, marketable real property.
Minimum gift: $10,000
- Charitable Remainder Unitrust and Charitable Remainder Annuity Trust:
Cash, appreciated securities, bonds, and marketable real property. No tangible
personal property.
Minimum gift suggested: $100,000
- Grantor Lead Trust: Cash, any revenue producing asset including
closely held companies.
Minimum gift open for discussion.
- Non-Grantor Lead Trust: Cash, any revenue producing asset including
closely held companies.
Minimum gift open for discussion.
- Revocable Trust: Cash, tax-free bonds, and any
revenue-producing asset.
No minimum gift.
- Life Estate: Residence, farm, and vacation home.
No minimum gift.
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