What Power Does Your Legacy Hold?

View of reconstructed museum

The new museum space better accommodates visitors, with redesigned gallery pathways to enhance educational experiences. Custom-built cabinets hold over 500 individual objects under secured glass, so visitors can pull out drawers to view objects more closely. Visitors can also utilize the new research area via the online collections database. New lighting and picture hanging systems provide curators greater flexibility when hanging and displaying exhibition objects.

Every year Daughters plan for their financial futures by creating wills and trusts, investing in retirement accounts and purchasing life insurance policies. They have many options to choose from that not only help secure a strong financial future for them and their families, but also provide an opportunity for them to make a lasting impact for the organizations that they care about.

Ann Delano Lampman (1938–2012) understood the power of a legacy gift. Upon her passing in 2012, Ms. Lampman left a bequest to make her vision of renovating the DAR Museum a reality. She designated over $500,000 to kick-start the recent Museum renovations. Through her gift, DAR was able to enhance and preserve the presentation of the American story for DAR members, guests and future Daughters.

This is one example of how a single legacy gift can make an impact. In the first five months of 2018, NSDAR received several bequests ranging from $200 to $2,000,000. Every dollar has helped to support the National Society and its work.

Throughout the year, NSDAR will provide resources including e-newsletters and website calculators that you can use as you continue your financial planning.

Let Us Help

We are here to offer timely information for personal estate planning and to help illustrate how to maximize the impact of your future contributions. Please contact the Office of Development at (800) 449-1776 or explore our website for more information.

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A charitable bequest is one or two sentences in your will or living trust that leave to National Society Daughters of the American Revolution a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to National Society Daughters of the American Revolution, a nonprofit corporation currently located at 1776 D Street NW Washington, DC 20006, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to NSDAR or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to NSDAR as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to NSDAR as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and NSDAR where you agree to make a gift to NSDAR and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.