A planned gift to The Aldrich during lifetime or upon death can be part of your financial or estate planning needs. It can help preserve the assets left to your heirs and could offer income and tax benefits to you.
Types of Planned Gifts include:
- Bequests in the form of cash, securities or other property.
- Charitable remainder unitrust, an irrevocable trust which pays
a fixed percentage of the value of its holdings each year to a beneficiary
such as the donor of the trust assets. After the death of the income
beneficiaries, or at the end of a set number of years (20, max), the
remaining assets are distributed to the charities named in the trust.
- Charitable Lead Unitrust, an irrevocable trust in which the
assets are transferred to the trust. The trust then pays a fixed
percentage of its assets to The Aldrich for either a set number of years
or the lifetimes of individuals. At the end of the trust term, the
remaining assets are distributed to the donor or heirs.
- Gifts of Art.
- Gifts of life insurance.
The Aldrich recommends that you work with your own legal and financial advisors. Please call The Aldrich (203.438.4519) for more information on planned giving. We will work with you to put your gift towards the programs that interest you most and meet the Museum's needs.
