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Historically Lewis

Home of the Lewis County Historical Society

If you would like to…Then consider…How you may benefit:
Support the Lewis County Historical Society today

Receive charitable income-tax deductions
An outright gift of cashDeduct 100% of the gift value for federal income-tax purposes
Support the Lewis County Historical Society without depleting your cash reserves

Avoid capital-gain tax
A gift of appreciated stockProvide support to the Lewis County Historical Society while decreasing the out-of-pocket cost to you by avoiding capital-gain tax
Minimize taxes on the transfer of a business you own

Provide support for the Lewis County Historical Society
A gift of closely held business stockReceive an income-tax deduction and avoid capital-gain tax
Make a significant future gift without affecting your current lifestyleA charitable bequestReduce estate and death taxes, and retain control over your assets during your lifetime
Leave assets to the Lewis County Historical Society and your heirs upon your death but you are not sure what to leave to whomNaming the Lewis County Historical Society as a beneficiary of your retirement plan benefitsAvoid estate tax on retirement-plan assets while making other property available to pass to your heirs
Make a significant gift to the Lewis County Historical Society

Retain an income for yourself
A charitable gift annuityReceive a current income stream and an immediate income-tax deduction
Receive a charitable income-tax deduction now

Receive income later
A deferred-payment gift annuityReceive an immediate income-tax deduction and in income to begin at a future date you choose
Make a significant gift to the Lewis County Historical Society

Retain an income for yourself
A charitable remainder unitrustReceive a variable income stream and an immediate income-tax deduction
Make a significant gift to the Lewis County Historical Society

Retain an income for yourself
A charitable remainder annuity trustReceive a fixed-income stream and an immediate income-tax deduction and avoid capital-gain tax
Use your assets to support the Lewis County Historical Society today

Retain control over the distribution of those assets to heirs
A nongrantor lead trustFreeze value of assets contributed for gift- and estate-tax purposes and avoid estate tax on future appreciation