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Early Closing for Staff Training on April 6

On Thursday, April 6, LancasterHistory.org will be closing early at 3pm for staff training. The Research Library and Archives will close at 2:45pm. There will still be a 3pm Wheatland tour. If you have any questions regarding a visit to LancasterHistory.org on this day, please call 717-392-4633. Thank you!

Make a Planned Gift

LancasterHistory.org's Planned Giving Program is designed to provide our members and friends with information and opportunities to arrange future gifts that meet each donor’s needs. For example: If a donor/spouse desires a lifetime income, several LancasterHistory.org Planned Gifts can meet this need; or, if the donor desires a larger charitable contribution deduction and reduced income taxes, this can also be achieved. Of course, all of these benefits, as well as reduced capital gains taxes, are available to Planned Gift donors through a number of our planned gift arrangements.

Where the Need is Greatest

The majority of planned gift donors indicate that when their gift becomes available to LancasterHistory.org, it should be used “where the need is the greatest.”

The Endowment Fund

Others designate their planned gift for the Endowment Fund. This fund is permanently invested and only the interest earned is available for use by LancasterHistory.org. This is one of several ways that an individual may establish a permanent and meaningful memorial to provide future services by LancasterHistory.org.

Planned Gift Opportunities

Many Planned Gift arrangements are available for members and friends who wish to consider a gift of future interest to the LancasterHistory.org.

All prospective donors of Planned Gifts will be encouraged to discuss their plans with their family, accountant, attorney, or other financial advisor.

Following are several of these arrangements:

  • Wills/Bequests
    Your will is an expression of your personal values. Bequests may be designated when writing a new will or adding a codicil (amendment) to an existing will. Naming the “LancasterHistory.org, Lancaster County, PA” as an outright, contingent, or residual beneficiary offers the donor all the rights of enjoyment of the intended gift during lifetime. Advantages: estate tax deduction; bequests may be altered any time; can assure that “annual giving” to LancasterHistory.org will continue.
  • Charitable Gift Annuities
    Establishing a Charitable Gift Annuity with LancasterHistory.org provides the donor with an assured lifetime income. This annual income for life is based on the donor’s age at the time of the gift. The donor receives a current year income tax charitable contribution deduction (with a five-year carry over) and may avoid some capital gains taxes. Gift annuities may be funded with cash or securities. Advantages: income for life—at guaranteed rates for one or two lives; tax savings—a large part of what you transfer is a deductible charitable gift and a portion of each payment to the donor is tax free; capital gains tax savings—when you contribute securities for a gift annuity, you minimize capital gains taxes. ($5,000 is a typical minimum gift annuity amount.)
  • Life Insurance
    A gift of an “old” life insurance policy can provide the donor with a current year income tax charitable contribution deduction. A “new” insurance policy gift, with LancasterHistory.org as owner and beneficiary, offers the donor an income tax deduction for all premium payments that are gifted to LancasterHistory.org.
  • Charitable Remainder Trusts
    Charitable remainder unitrusts provide donors with a current year charitable contribution deduction, an annual income to the beneficiary (at least 5% reevaluated annually), capital gains tax savings, a possible hedge against inflation and the ability to add to the unitrust in future years. ($25,000 is a typical annuity trust minimum amount.)

Other Planned Gifts Available Include:

  • Revocable Charitable Remainder Trusts
  • Retained Life Estates
  • Charitable Lead Trusts

To discuss a planned gift, please contact:

Thomas R. Ryan

President and CEO

(717)392-4633 , x120

Robin Sarratt
Vice President

(717)392-4633 , x117

Our Supporters:

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Our Blogs

The History Bucket

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Because the world is a bucketful of questions.  And someone's gotta answer them

While working with the object collections of LancasterHistory.org we come across many questions.  Visit here to see some of the more unusual stories that we have uncovered.

[Read My Blog]

Historically Speaking

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The staff and volunteers of the Archives Department at LancasterHistory.org never know what they'll find when working on the documents and records in the collections.  Fortunately, when they do discover something noteworthy they are very willing to share!

[Read Our Blog]

Marianne's PhotoBlog

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Because pictures are worth a thousand words, but sometimes they need an interpreter.

You know that cliché about a picture being worth a thousand words? Ok, well, imagine the stories going on in my head after cataloging several hundred photos every single day!

[Read My Blog]

Wheatland: A Love Story

Who would have guessed that a young lady would fall in love with an old President and his old house?

One Young Lady, One Old House, Two Hundred Years of History

I’m Jennifer Walton, Museum Associate at President James Buchanan's Wheatland, and I love an old President and his old house! Over the past nine years, I’ve learned quite a lot about both, and I would love to share it with you!

[Read My Blog]



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