Planned Giving
Members and friends may support the Bishop Museum in a number of ways. The giving opportunities range from outright gifts of cash and securities to life income gifts and sophisticated estate-planning vehicles that have favorable financial and tax benefits.
The term "planned giving" refers to any major gift that involves financial or estate planning. Such gifts can provide important benefits both to you and to the Museum. The different types of planned gifts include bequests, life income plans (charitable gift annuities and charitable remainder trusts), charitable lead trusts, gifts of life insurance policies, and gifts of tangible personal property and art.
The staff of the Bishop Museum's Development Office can work with you and your advisors to structure a gift that best fulfills your charitable goals.
This Web site is designed to give you general information about various ways of giving to the Bishop Museum, including some of the potential financial benefits. It is not intended to provide specific advice about the legal or tax implications of charitable giving. Before making a gift to the Bishop Museum, you should consult with your accountant, counsel, or financial advisor for a thorough analysis of your individual situation and the tax consequences and to decide which of these ways of giving might work best for you.