Vesterheim thanks these Valhalla Society members, who have chosen to honor their passion for preservation with planned giving.
Planned gifts are instrumental in helping Vesterheim maintain the activities and programs so essential to our members and visitors. These gifts provide a lasting legacy for the future of Vesterheim. Including Vesterheim in your estate plans can be a great way to benefit the museum, while meeting your current income needs and providing for future heirs.
One of the most common forms of planned gifting is a will or trust bequest. To gift using a bequest is as simple as inserting a few sentences in your will. For example, “I give ($ amount) to Vesterheim Norwegian-American Museum.”
There are also ways you can make a significant future gift while retaining the income you receive from the asset used to make the gift. Two common examples of these types of gifts are: Retained Life Estate and Charitable Remainder Trusts.
For details on how to set up planned giving, please contact Shawna Wagner at 563-382-9681, ext. 103, or email at email@example.com. Restrictions apply, so consult with your financial adviser to determine how such a gift would affect your overall tax and estate planning, as well as the rules pertaining to your state of residence.
If you have already included Vesterheim in your estate plans, please print a Valhalla membership form (pdf) and send the form to:
P.O. Box 379
Decorah, IA 52101
Everyone who makes a planned gift to Vesterheim and notifies Vesterheim that this gift is coming becomes a member of the museum’s Valhalla Society. Founded in 1989, the Valhalla Society consists of a special group of donors who have chosen to honor their passion for preservation with planned giving. There is no planned gift minimum for the Valhalla Society.
Other benefits of planned giving include:
Vesterheim is recognized by the IRS as a 501(c)(3) charitable organization, thus your gift may also qualify for tax benefits. Please contact your investment advisor for the benefits available to you.