Support the Campaign

Planned Giving

The Vanderbilt Society

By naming the Greenwich Historical Society in your estate plans, you will become a member of the The Vanderbilt Society and provide much-needed support for the Reimagine the Campus Campaign.

Options may include:

  • Make the Greenwich Historical Society the beneficiary of a charitable remainder trust
  • Establish a charitable gift annuity focused on specific programs
  • By donating stock to a charitable trust or annuity, you will receive a current income tax charitable deduction, avoid capital gains tax on the sale of stock, and receive quarterly payments based upon full pre-tax market value of stock. Any remaining funds will transfer to the Greenwich Historical Society after you (and/or a beneficiary) passes away.
  • Give directly from your IRA and receive a charitable deduction, avoiding penalty tax otherwise payable on withdrawal.

Year-end tips:

  • Make a year-end gift and receive a current income tax deduction and reduce the taxable portion of estate (IRS limitations apply)
  • Avoid capital gains tax with a contribution of appreciated securities
  • Consider a donation of art or other property

Greenwich Historical Society Vanderbilt Society Sample Testamentary Language

Restricted Bequest for a Named Endowed Fund
I give and bequeath to The Greenwich Historical Society, a not-for-profit educational corporation located at 39 Strickland Road, Cos Cob, CT 06807, the sum of ______________ dollars ($_____) to create the ____________________ Endowed Acquisition Fund (hereinafter the “Fund”) in the Historical Society's Department of ____________________ Income from the Fund shall be used to ____________________. It is my preference that the income be applied particularly ____________________ Income from the Fund, including realized capital appreciation, shall be used each year for the purposes of the Fund, or if not, may be used in a subsequent year or added to the principal of the Fund. Works purchases from the income of the Fund shall carry appropriate donor acknowledgment.


For more information about the The Vanderbilt Society, please contact Katrina Dorsey at kdorsey@greenwichhistory.org or 203-869-6899 x15.

Greenwich Historical Society 39 Strickland Road, Cos Cob, CT 06807 203-869-6899

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