What is Planned Giving?                                                            

For those who are unfamiliar, planned giving is simply the process of making a deliberate and well thought out charitable gift of one’s estate assets to a non-profit organization. Essentially, it allows a donor to make a gift while achieving personal financial goals. Every year, donors discover the positive benefits of remembering Arizona Memorial Museum Association and its Pearl Harbor Memorial Fund (PHMF) through their estate planning and planned giving.

Almost always, these types of donations require the assistance of a financial advisor or attorney to insure that the donor receives the greatest tax benefits possible, and in some cases to assist in the completion of legal documents.

Planned gifts take two different forms: a gift made during a donor’s lifetime in which the donor receives a tax benefit at the time of the donation, and legacy gifts in which the charity is provided for via an individual’s will. Wisely planned charitable giving allows for the avoidance of capital gains tax or estate tax. While the idea of planned giving may sound daunting, it really is quite simple; offering the donor many advantages, and can be accomplished in a myriad of different ways.

Please refer to the chart on the next page to see which planned giving option may best suit your individual needs. A discussion of each of these options follows the chart, or you can simply call the PHMF office or your tax planner for more information. Click here to view (to download PDF. right click link, and save as) a PDF document with sample bequest language.

Donors who include the Arizona Memorial Museum Association and its Pearl Harbor Memorial Fund in their estate plans are honored with inclusion in the Pearl Harbor Legacy Society. A listing of our current members can be found here on our website. If you would like to be included in this society, please click here to view (to download PDF. right click link, and save as) a PDF document with further information. You can also call our office at 1-866-332-1941 to discuss the Pearl Harbor Legacy Society or to answer your other planned giving questions.