
GIVING NOW, GIVING LATER
A gift to the Historical Society of Frederick County is a gift to the community—one which will help assure the county’s rich heritage is preserved for generations to come. While we always recommend that you consult legal counsel or your financial advisor before making any major financial decision, we do offer the following options for your consideration:
Bequests
Through a bequest you can make a gift of assets to the Historical Society of Frederick County through your will. A provision in your will that names the Historical Society as a beneficiary of all or a portion of your estate will assure that you will leave a meaningful legacy in support of our mission. If you already have a will, you may consider adding a bequest through a codicil, which is a change to an existing will.
Charitable Gift Annuities &
Charitable Trusts
Through a charitable gift annuity or charitable trust, you retain an interest in the gift, with the remainder to be received by the Historical Society at a later time. There may be specific tax benefits to you and your estate in utilizing one of these planned giving tools in support of the Historical Society.
Life Insurance
If your life insurance policy no longer has the financial significance for your family’s financial security that it once did, you may wish to consider donating the policy to the Historical Society. You can do that in one of two ways. First, you can make the Historical Society the owner of the policy, which makes your premium payments tax-deductible. Second, you also may name the Historical Society as the primary or secondary beneficiary of the policy.
Appreciated Stocks
If you sell appreciated stock you may have considerable capital gains exposure. Even with market fluctuations you may have stock that is worth more now then when it was purchased. Through a gift of appreciated stock to the Historical Society, you can enjoy dual financial benefits while also making a meaningful contribution in support of the Historical Society. By donating the stock you may be able to deduct its full market value while avoiding any tax on the capital gain. To take advantage of the dual benefits, however, you must not sell the stock yourself; it must first be donated to the Historical Society. The transaction can be completed electronically from your broker to a brokerage account we have established for this purpose.
Real Estate
Your personal residence, a vacation home, commercial property, or undeveloped land can be donated to the Historical Society of Frederick County. As with donations of appreciated stock, you may be able to receive a deduction for the full market value of the real estate, while also avoiding any exposure for the capital gains that have occurred through the appreciation in value of the property.
Cash
Cash donations are the simplest way to support the Historical Society of Frederick County. A cash donation can be made by cash, check, or credit card. The impact of you cash donation may also be enhanced through your employer’s matched giving program. Please inquire if your employer offers such a benefit and take advantage of it to maximize your support.
PLEASE NOTE: The Historical Society of Frederick County strongly recommends that all donors consult with legal counsel or a financial advisor before making major financial decisions. Information presented here should not be construed as financial advise.
The Historical Society of Frederick County is a 501(c)(3) nonprofit educational organization, donations to which are deductible to the full extent of the law. The Historical Society's current financial statement is available upon request. Information submitted to the State of Maryland under the Charitable Solicitations Act is available from the Office of the Secretary of State for the cost of copying and postage.
Historical Society of Frederick County, Inc.
24 East Church St.
Frederick, MD 21701
For information about making a gift to the Historical Society, please contact:
Executive Director Heidi Campbell-Shoaf
hshoaf@hsfcinfo.org
301-663-1188x107
Assistant Director Duane Doxzen
ddoxzen@hsfcinforg
301-663-1188x108
Federal I.D. 52-6050333
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Family Workshop Series: Kids Create-a-Quilt
Saturday, September 11
10:00 a.m. - 12:00 noon
Museum of Frederick County History
Lecture: "Living in the Middle:" Maryland and the Six Iroquois Nations
Saturday, September 14
7:00 p.m.
Museum of Frederick County History
History Symposium: Slavery in Maryland
Friday, September 17
90:00 a.m. - 4:00 p.m.
Evangelical Lutheran Church Schaeffer Center
Band Box Workshop
Saturday, September 25
12:00 noon - 3:00 p.m.
Roger B. Taney House
MORE EVENTS >>
Our 12th annual Treasured Heirloom Event on April 24 was a big success! Check out photos and the program from
the event here.
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