Make a Lasting Impact with Planned Giving

 
 

Make Your Mark

As a cherished landmark that has witnessed the passage of time, Hamilton Hall stands as a testament to our rich local heritage. It holds stories, memories, and a deep connection to our community's past. Now, we invite you to be a part of preserving this invaluable treasure for generations to come through planned giving.


how a bequest provision works

  1. You include a bequest provision in your will or revocable trust

  2. At the time of your passing, Hamilton Hall receives the bequest you specified

benefits of a bequest provision

  • You may change your bequest or trust designation at any time

  • You control the funding property during your lifetime

  • Your bequest or trust designation will not be subject to any potential federal estate tax

  • You provide future support for Hamilton Hall


how a qualified charitable distribution (qcd) works

A qualified charitable distribution (QCD) is also called an IRA charitable distribution or IRA charitable rollover. It allows individuals who are 70½ years old or older to donate up to $100,000 total to one or more charities directly from a taxable IRA instead of taking their required minimum distributions.

  • Qualified charitable distributions are made directly to the eligible charity from a traditional IRA, inherited IRA, inactive Simplified Employee Pension (SEP) plan, or inactive Savings Incentive Match Plan for Employees (SIMPLE) IRA.

  • The money is a direct transfer that never passes through the hands of the IRA holder. Instead, the IRA custodian can either send a check directly to the charity or the account owner, who then hands it over to the charity.

benefits of a qcd

  • Enable individuals to fulfill their required minimum distribution by a direct transfer of up to $100,000 to charity. As QCDs don’t increase taxable income, both higher tax rates and phaseouts can be avoided.

  • Because QCDs reduce the balance of the IRA, they may reduce required minimum distributions in future years.

  • QCDs are also not counted toward the maximum amounts deductible for those who itemize their giving on their taxes—the $100,000 can be above and beyond those limits. For these reasons, a QCD can potentially enable a donor to give a bigger charitable gift than they could if they just donated cash or other assets.


Why give to Hamilton Hall?

By including our historic non-profit building in your estate plans, you have the power to make a lasting impact that goes beyond your lifetime. Your bequest will ensure that this architectural gem stands tall, proudly sharing its history and significance with future generations. Making

Why choose planned giving? It's a gift that transcends time, preserving our cultural heritage while leaving a lasting legacy. Here's how your generosity will make a difference:

  • Preserving History: Your bequest will allow Hamilton Hall to continue to inspire and educate future generations. Every brick, every window, and every inch of its unique architecture will bear witness to our past, providing a tangible connection to our shared heritage.

  • Expanding Educational and Cultural Opportunities: Hamilton Hall is more than just a structure; it's a vibrant hub for cultural and educational activities. Your gift will enable us to expand our outreach, ensuring that the building remains a center of learning and enlightenment. Curious and creative minds will continue to benefit from the knowledge and music shared within these walls.

  • Safeguarding a Community Gathering Place: Hamilton Hall has been a gathering place for more than 200 years. It is a venue where people come together to celebrate, connect, and build relationships. Your bequest will ensure that future generations can continue to enjoy this warmth and camaraderie.

Make your mark on history today. Contact development@hamiltonhall.org to learn more about planned giving opportunities and how you can contribute to preserving our historic non-profit building. Together, we can build a lasting legacy that will resonate with generations yet to come.