Ensure Plimoth Plantation's future.

Planned gifts to the Museum ensure that the history, the scholarship and the beauty that are Plimoth Plantation continue well into the future.

Whether you want to sustain the award-winning historical programs that educate and inspire schoolchildren from around the country, or maintain our cherished garden, wardrobe or architectural exhibits, your planned gift of any size will ensure Plimoth Plantation’s ability to create and deliver culturally rich programs that benefit almost 400,000 visitors each year..

There are a number of ways to make a planned gift, and we encourage you to explore your options. We’ll work closely and confidentially with you and your advisors. The right plan can offer tax benefits, income for you or your family, and estate planning advantages, all the while supporting the Museum's mission to educate, inspire, and entertain. And with your gift, you’ll also qualify for membership in Plimoth Plantation’s legacy society with its special benefits and privileges.

For more information on making a planned gift, please contact:

Susan Loucks
Director of Development
508-746-1622, ext. 8226

sloucks@plimoth.org

Plimoth Plantation is recognized by the IRS and the State of Massachusetts as a nonprofit organization. Gifts of all denominations are welcomed at any time, and may include cash, securities, and other gifts. Unrestricted contributions may be made in any amount, and are tax-deductible to the extent the law allows.

Kinds of Planned Gifts

There are many different types of planned gifts. Here are just a few;

Bequest: By naming Plimoth Plantation in your will you may receive an estate tax deduction for the value of your bequest. Wealth replacement vehicles may provide for your beneficiaries.

Charitable Gift Annuity: This is a contract is made between you and the Museum. The minimum required for a charitable gift annuity is $10,000. You receive quarterly payments from the principal given to the Museum based upon your age. You may receive immediate income tax deduction for the value, with capital gains tax savings over a period of time.

Charitable Remainder Unitrust: This trust pays a variable income to you or your designee before the Museum receives the remainder. There may be income tax and capital gains tax savings.

Charitable Lead Trust: This trust will pay an income to the Museum for a number of years before the heirs receive the remainder. There may be gift or estate tax savings on the payments to the Museum.

Real Estate/Appreciated Property: This is a donation of real property in full, or you can deed the remainder interest in your home and retain rights to live on your property for life. There may be income tax and capital gains tax savings.

A Gift of Life Insurance: You may give an old (paid up) or new policy naming the Museum as the beneficiary. You may receive an immediate deduction for the gift’s value and possible estate tax savings. Or, you can leave the insurance policy as a bequest.

Charitable Remainder Annuity Trust: This is a trust that pays a set income to your designee before the Museum receives the remainder. There may be income tax and capital gains tax savings.

Retirement Plan Gift: Plimoth Plantation may be named as the beneficiary in your retirement account.

What is a Living Trust? A living trust includes plans for the Museum. You may save in estate taxes if the Museum is the beneficiary. You can change the terms of this trust at any time.

Because individual circumstances vary, please consult your financial advisor to discuss the Planned Giving option that best meets your goals.