Legacy gifts — also known as planned gifts — are an important source of support for the GLBT Historical Society. Such gifts involve designating the society as beneficiary in your estate planning. A planned gift provides tax advantages to the donor, just as it benefits the GLBT Historical Society.

Designating the GLBT Historical Society for a planned gift makes you a member of our Legacy Circle, a select group of supporters who demonstrate their long-term commitment to the society and its renowned work in the field of queer public history.

Legacy Circle members may designate their planned gift to be used in the following ways:

Maintaining our regular operations. You gift will directly support the operations of the GLBT Historical Society, such as running the archives, the museum and other programs.

Growing our Endowment Fund. Your gift will be wisely invested and the proceeds of the fund used to support the work of the GLBT Historical Society, including special projects such as our planned New Museum of LGBTQ History and Culture in San Francisco.

Legacy Circle members who wish to be named publicly are honored in our monthly newsletter, on our website, and on our donor recognition wall at the GLBT History Museum. All members are invited to attend our annual Legacy Circle event, as well as other special events.


An Array of Planned-Giving Options

There are many ways to become a member of the Legacy Circle and ensure the GLBT Historical Society’s future through your estate planning:

You can make a bequest by naming the GLBT Historical Society in your will or living trust. This gift can be for a specific dollar amount or for a percentage of your estate.

You can leave a specific asset to the GLBT Historical Society to be sold and the proceeds used to support the society. Such assets may include real estate, stocks and bonds, high-value artwork or collectibles.

You can name the GLBT Historical Society as the beneficiary of all or a percentage of the proceeds from a life insurance policy or annuity. This is typically easily arranged through your insurer or their agent.

You can name the GLBT Historical Society as the beneficiary of all or a percentage of your IRA, 401(k) or other retirement accounts. There are substantial tax benefits associated with such gifts, as retirement funds are usually taxable when withdrawn by the owner or the ownerʼs heirs, but are not taxed when left to charitable organizations.

You can make a gift through a tax-advantaged structure such as a charitable lead trust or charitable remainder trust. Your tax preparer or estate planner can advise you on these options.

You can designate a gift to the society through a donor-advised fund, where you make a contribution to the fund and immediately realize the tax deduction, then direct gifts to charities from the fund over time. Such funds are easily set-up through many foundations and brokerage firms. Horizons Foundation is a great place to establish a donor-advised fund.


For More Information

To learn more about the Legacy Circle and planned giving, please contact us at gro.y1516319643rotsi1516319643htblg1516319643@ycag1516319643el1516319643 or (415) 777-5455 ext. 4.

Join the Legacy Circle

To join our Legacy Circle today, please complete and return our confidential planned giving form. To download and print a copy, click here.

About the GLBT Historical Society

Founded in 1985, the GLBT Historical Society is a registered 501(c)(3) nonprofit organization. Our Federal Tax Identification Number is 94-2989004.

NOTE: The GLBT Historical Society does not provide legal or tax advice. We strongly suggest that you contact your eattorney and tax advisor regarding your best options for estate planning and planned giving.
Photo Credits:
Harvey Milk at Gay Freedom Day: Photo by Marie Ueda
AIDS Activists: Photo by Rick Gerharter 
Lesbians in the Castro: Photo by Crawford Barton 
Reggie Williams at the AIDS/ARC Vigil: Photo by Rick Gerharter 
Louis Sullivan in his home: Louis Sullivan Papers; photographer unidentified 
Lani Ka’ahumanu with the BiPol contingent in the Lesbian and Gay Freedom Day Parade: Photo by Arlene Kranz