Planned Giving

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The Chester County Historical Society’s collections and endowment have grown steadily since our founding in 1893 through the thoughtful decisions of men and women who cherished our history, preserved our material culture, and wanted future generations to enjoy our heritage.

Planned giving offers donors flexibility and creativity. Unlike annual gifts that are made from current income, planned gifts are usually made from capital assets that, in addition to cash, could include appreciated securities, life insurance, retirement plans, and real estate.* Planned giving may also enable donors to give generously while helping to preserve financial security, provide for a loved one, reduce estate and income taxes, avoid capital gains taxes, and/or increase income from low-yielding securities.

We offer a variety of planned giving options to help you and your advisors realize your philanthropic goals while balancing your financial concerns. Some of the most popular planned gifts are:

Bequests
Including CCHS in your will is easy, and should your circumstances change, it is also revocable. You may choose to designate CCHS as a remainder beneficiary, or the recipient of a specific dollar amount, item, or percentage of your estate. The Development Office can provide you and/or your attorney with sample language to include.

Appreciated Securities
Donating publicly traded securities that have appreciated in value over the long term (at least 12 months) can benefit both you and CCHS. In most cases, you avoid capital gains taxes and are able to receive an income tax deduction for the market value of the securities on the date of the gift.

Trusts
For those looking to make larger gifts while realizing income and/or estate tax savings, trusts may be an option for you. 

Life Insurance and Individual Retirement Plans
You may designate CCHS as a beneficiary of a life insurance policy or IRA.

To receive more information, or to have a confidential discussion of your goals and concerns, please contact the Development Office at 610-692-4800, x-267.

If you have already included CCHS in your estate plans, please let us know. We would like to thank you for your generous intent and, if you are willing, to welcome you into The Gilbert Cope Society, which recognizes individuals like you. Gilbert Cope was a founder of CCHS. At the age of seventeen, his interest in genealogy blossomed and led to a profession in historical research. His collection of photographs, which now belong to CCHS, along with his 1881 book The History of Chester County, tell the stories of neighbors, homesteads, and families that are a legacy to us all.

*Please note that as a matter of policy, CCHS must sell all gifts of real estate, utilizing the proceeds in accordance to the donor’s wishes.

Download Planned Giving Brochure

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