Leave your mark on Shelby County history
Your Gift at Work
Before passing away in 2008, Wayne Alwill designated the Shelby County Historical Museum as a beneficiary of a portion of his estate. These funds were used to establish an Endowment Fund that would ensure the longevity of our organization. By following in his footsteps and leaving a gift to the Shelby County Historical Museum in your estate plan, you can ensure that your local museum remains a community resources for future generations.
A gift may be designated as unrestricted and used where most needed. You may also designate your gift to the museum's established Endowment Fund, or toward a project that preserves and shares the history of rural Iowa. Gifts to the Endowment Fund may be eligible for the Endow Iowa Tax Credit.
Choose a Legacy Giving Option that Works Best for You:
A simple designation to the Shelby County Historical Museum in your will or trust. The following statements are sample clauses, and any person working with estate plans should consult with their attorney.
To include us in your will, please include the following sentence and gift information:
"I devise and bequeath __________ (please insert specific amount, property, etc.) to the Shelby County Historical Society, DBA Shelby County Historical Museum, a tax-exempt organization located in Harlan, Iowa."
To include us in your Revocable Trust, please include the following sentence and gift information:
"Upon my death, or upon the death of my spouse if my spouse survives me, the Trustee shall distribute ______ (please insert specific amount, property, etc.) to the Shelby County Historical Society, DBA Shelby County Historical Museum, a tax-exempt organization located in Harlan, Iowa."
Let us know what you want to accomplish, or what your interests and passions are, and we will ensure your gift is focused in the area that means the most to you.
Gifts of grain, real estate, stock, and securities allow you to use the property for the remainder of your life and will not reduce your disposable funds.
A contract between the donor and the museum that provides fixed payments for the remainder of your life. Upon the donor's death, the museum receives the remainder of the gift.
Name the museum as the policy beneficiary.
Make a gift now, and pledge a further gift upon the donor's death.
Contact us today to begin your legacy giving conversation!
Information provided is general and educational in nature. It is not intended to be, and should not be construed as legal or tax advice. Please consult with your advisor to determine which donation best sits your needs. The Shelby County Historical Museum is designated as a tax-exempt nonprofit organization as outlined in Section 501(c)3 of the United States Internal Revenue Code.