Gifts that Benefit Your Heirs


We are grateful that supporters like you want to help us preserve our nation’s battlefields, and we understand that your family and loved ones come first. Here are gift options that enable you to take care of family and leave a legacy of preservation:

Retirement Plan Gift

Retirement assets are among the most heavily taxed, making them an ideal resource for charitable giving once you no longer need the assets yourself. Consider making the Civil War Trust a beneficiary of your retirement assets and leaving other less-heavily taxed assets to loved ones.
 
Be sure to let us know if you have included the Civil War Trust as a beneficiary of a retirement account. Providing us with documentation is the best way to ensure that we receive the gift you intend for us.

VIEW SAMPLE BENEFICIARY DESIGNATION LANGUAGE

 


The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.