Planned Giving

Create a legacy as big as Texas. By making planned gifts, you can guarantee that your love for Texas history will endure for generations to come. We are delighted to offer the following information to help you fulfill your aspirations. Feel free to reach out to us at your convenience if you have any inquiries.

Contact Information: 

Email: membership@tshaonline.org
Phone: 512-471-2600

Contact us by mail at:

Planned Giving at TSHA
PO Box 5428
Austin, TX 78763

Bequests
One of the most common ways that donors support TSHA is through a charitable bequest. A bequest remains entirely under your control throughout your lifetime and becomes irrevocable only at death. There are several ways to establish a bequest, and it is not necessary to rewrite your current will or trust. Work with your attorney or financial planner to add an amendment, called a codicil, using language such as:

I give and bequeath to the Texas State Historical Society (Tax ID 74 6025220), located in Austin, Texas, the sum of _____ ($_____), or _____ percent (_____%) of my estate, or (description of property) to be used for the benefit of its general purposes (or describe the TSHA program you wish to support).

Tax ID: 74-6025220

Estate Planning
We would be pleased to work with you as your create or revise your estate plans. Regardless of the size of your estate, your gift will help preserve the rich and diverse history of Texas for future generations.

Donor Advised Funds (DAFs)
A Donor Advised Fund is an account managed by either a foundation or financial advisor. It allows donors to contribute to charitable causes. The donor or their chosen representative can then suggest grants from the fund to TSHA.

IRA Charitable Rollover
The IRA Charitable Rollover provision permits individuals aged 70.5 years or older to donate up to $100,000 directly from their IRA to one or more qualified organizations, without incurring federal income tax on the withdrawal.

Stocks and Bonds
Donating appreciated securities such as stocks or bonds presents a straightforward and tax-efficient method for supporting TSHA through charitable contributions.

Real Estate
Contributing appreciated real estate assets, such as residential properties, undeveloped land, farmland, or commercial real estate, provides significant support to TSHA's projects and initiatives.

Retirement Assets
Giving a portion or entirety of unused retirement assets, such as from an IRA, 401(k), 403(b), pension, or other tax-deferred plans, aids in advancing the mission of TSHA.

Insurance Policies
Consider gifting a life insurance policy that has served its original purpose to TSHA. For instance, policies initially intended for minor children who are now financially independent adults can be repurposed for charitable giving.

Required Minimum Distribution (RMD)
An RMD is the minimum withdrawal amount mandated from retirement accounts. Typically, individuals must commence withdrawals from specific tax-deferred retirement accounts, like traditional IRAs, upon reaching age 72.

Sample letter to send to the administrator of the retirement account.

Declaration of Intent
By making a declaration of intent, you're making a lasting commitment to TSHA. Your generosity helps us fulfill our mission and creates a lasting legacy for future generations

Download Letter of Intent