Planned Giving

“What we do at the Martin House today will enrich the lives of future generations.”

– Robert J. Kresse, Martin House Founding Director

By establishing a planned gift at the Martin House, you will help to ensure that future generations experience our architectural treasure. There are a variety of ways for you to leave a lasting legacy, while providing important tax and income benefits to you and your family.

The Martin House would be pleased to work with your financial and legal advisors to devise a plan that best meets your philanthropic goals. Our federal tax ID# is 16-1426693. For more information, please contact our Executive Director.

Bequests

Ensure your legacy by including the Martin House in your will. You can make a gift by including a line in your will leaving an item, monetary amount or percentage of your estate to the Martin House. Your bequest can be directed to endowment, a program of your choosing, or to the most critical needs of the Martin House at the time.

Retirement Plans

One of the easiest ways to make a planned gift to the Martin House is by making it the beneficiary of a retirement account such as an IRA, 401(k), 403(b), or other retirement plan. This beneficiary designation can usually be accomplished by completing a beneficiary designation form either by mail or online and specifying the Martin House as the beneficiary of a dollar amount, a percentage, or the entire account. Due to new legislation, you can make gifts from your retirement assets during your lifetime. If you are at least 70½ years old, you may make gifts directly to the Martin House to satisfy your minimum distribution requirements without adding to your taxable income.

Life Insurance

Another way to make a significant gift is to make the Martin House the beneficiary or owner of a new or existing life insurance policy. If you continue to pay the premiums after the gift of the policy, you can receive an income tax charitable deduction when each premium is paid.

Charitable Trusts

Ideal for gifts of highly appreciated stock, a Charitable Remainder Trust provides you with income during your lifetime and immediate income tax deduction for part of the gift’s value. With your passing, the remainder of the gift is transferred to the Martin House to sustain its mission well into the future.

Ideal for assets which will likely increase in value, a Charitable Lead Trust allows you to support the Martin House with a guaranteed income stream for a period of time, while keeping wealth within your family. When the trust ends, the assets are distributed according to your wishes.

Endowment

The Martin House Endowment Fund has been established to be a source of stable, predictable, and growing financial support for the future. This important fund will continue to further our mission to preserve, interpret, promote, and sustain an integrated composition of world-class architecture, design, and landscape for future generations.

Get Involved

Learn the ways you can help support Martin House.