Mountain Laurel Society
The Mountain Laurel Society of the East Tennessee Historical Society is designed to recognize all those who wish to plan their giving to the East Tennessee Historical Society. When you make a planned gift to the East Tennessee Historical Society, you are named as a member of our Mountain Laurel Society.
Planned Giving
Eighty percent or more of all planned giving is in the form of simple bequests in the donor’s will, but there are many potentially valuable ways to make a planned gift. Determining what type of planned gift is right for you is just as important as making the gift.
There are a number of planned giving options that can help you realize your own philanthropic goals while ensuring the future financial stability of the East Tennessee Historical Society. The benefits of making a planned gift may range from a steady stream of life income to a charitable income tax deduction and lower capital gains, estate, and other taxes.
As you plan your estate or your charitable giving, whether you are 30 or 70, making a planned giving bequest during your life or after your death is simple.
Ways to Give
- Charitable Bequest A provision in your will for can be a specific dollar amount, a percentage of your estate, or a portion of your residuary estate. Such a gift is exempt from taxation and will reduce your taxable estate.
- Gifts of Retirement Assets You may be able to donate all or part of your retirement assets, such as your IRA, 401(k), 403(b), pension, or other tax-deferred plan.
- Gifts of Insurance You can name The East Tennessee Historical Society as a beneficiary of a life insurance policy or retirement plan.
- Gifts of Securities Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way to make a gift to the East Tennessee Historical Society.
- Gifts of Intangible Personal Property Patents, music royalties, copyrights and other intangible personal property can provide an income stream to the East Tennessee Historical Society.
- Gifts of Real Estate You can donate appreciated real estate such as a home, vacation property, undeveloped land, or commercial property to the East Tennessee Historical Society with approval of the East Tennessee Historical Society’s Board of Directors.
Your financial and/or legal advisors can help you make your decisions in this area of charitable giving.
PLANNED GIVING THROUGH THE MOUNTAIN LAUREL SOCIETY
Planned gifts make it possible for you to support the mission of the East Tennessee Historical Society in a far more significant way than you ever thought possible.
Children never outgrow their need to know history. Help us teach the past to generations of today and tomorrow. Your legacy can help to preserve East Tennessee history and educate generations to come. Protect the past by remembering the East Tennessee Historical Society in your will or estate plan.
THE MOUNTAIN LAUREL SOCIETY
The Mountain Laurel Society of the East Tennessee Historical Society is designed to recognize all those who wish to plan their giving to the East Tennessee Historical Society. When you make a planned gift to the East Tennessee Historical Society, you are named as a member of our Mountain Laurel Society.
Planned gifts enable you to support the mission of the East Tennessee Historical Society in more significant ways than you may have thought possible. Your legacy can help preserve East Tennessee history and educate generations to come, including your own descendants. Protect the past by remembering the East Tennessee Historical Society in your will or estate plan or your planned giving.
As a Mountain Laurel Society member, you are invited to attend an annual event in your honor at which members of the Mountain Laurel Society are recognized and other gatherings hosted by the East Tennessee Historical Society. Mountain Laurel Society members will also be recognized via social media and publications, on our website, and at our annual Meeting of the Membership—unless you request confidentiality.
If you are interested in becoming a member of the East Tennessee Historical Society’s Mountain Laurel Society or if you have already included us in your estate or gift planning, contact Gay Lyons at [email protected] or 865-384-5549. She will be happy to talk with you and answer any questions.
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