Support the Legacy of the “Mother County of Maryland”
For the past 64 years, members and donors to the St Mary's County Historical Society have demonstrated their deep commitment to informed citizenship and our county’s rich history.
A continuing donation in the form of Planned Giving will go a long way to support the long-term mission of the Historical Society.
Form of Donation
How and When
Give securities owned longer than one year, and receive a deduction and avoid capital gains tax.
Anytime: Consider this gift whenever long-term capital gains taxes are an issue.
Establish a fund to support a specific interest, leaving the principal intact in perpetuity.
Name the Historical Society as owner and beneficiary of a life insurance policy.
Charitable Gift Annuities
Make a donation and, in turn, receive a fixed annuity payment each year for life.
Anytime: Benefit from a current tax deduction and augment potential retirement income on a tax-favored basis.
Designate all or a portion of your retirement plan to SMCHS while retaining control and use of the funds during your lifetime.
Anytime: Give the most-taxed asset in your estate to SMCHS, leaving more favorably taxed property to your heirs.
Name SMCHS as primary or contingent beneficiary of part or all of your retirement plan.
Anytime: This tax-heavy asset makes a great charitable gift after your lifetime.
* If you wish to participate in Planned Giving, we urge you to consult your attorney, financial advisor, or estate-planning professional to discuss your options. If you would like further information on ways to give, please contact Christine Senese, Treasurer, at 301-475-8966, ext. 11, or vial email at firstname.lastname@example.org.