WAYS TO GIVE A PLANNED GIFT
- Charitable Gift Annuity
You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life or term of years.
- Charitable Remainder Trust
You transfer your cash or appreciated property to fund a charitable remainder trust. The trust sells your property tax free and provides you with income for life or a term of years.
Charitable Lead Trust
You fund a trust that makes gifts to us for a lifetime or a number of years. Your family receives the trust remainder at substantial tax savings.
The simplest way to make a planned gift is through a bequest in your will. Undesignated bequests allow the museum to use the funds where they are most needed. Please talk with us if you are interested in directing a bequest to support a specific fund or to endow a specific program or art collection.
Retirement Plan Assets and IRAs
Bequeathing retirement assets to the museum allows you to fulfill your charitable objectives while preserving more of your estate’s value for family members. Designating the museum as the beneficiary of your retirement account or IRA may help your estate bypass multi-tier tax exposures, preserve the value of your estate, and protect your heirs from potential tax burdens.
The Gift of Art
Leave the charity your artwork.
Life Estate in Residence
You give your property to our organization but retain the right to use the property during your life.
Giving a life insurance policy is a great way to transform a modest gift into a dramatic one. You can transfer ownership of a fully paid policy to the museum, reassign ownership and beneficiary status for a policy on which premiums are still being paid, or establish a new policy and designate the museum as applicant, owner, and beneficiary
Gifts of Stock
A donation of appreciated stock is as simple as a conversation with your broker. We do ask that you notify us when making these gifts so we can send you instructions for the transfer if your broker does not already have this information.
Kennedy Family Trust
“The Tucson Museum of Art was the perfect choice in our decision to join the Legacy Society and naming the museum in our estate. We wanted to create a legacy during our lives, to broaden and enhance the scope of the museums western art collection, hoping that people visiting the museum will see the art we have donated, and come away with a love and appreciation of our western heritage. The Tucson Museum of Art is the perfect place. We enjoyed visiting the museum since becoming members, and knew this would be the final home for our collection.”
—Mike and Susie Kennedy Family Trust