"In the Beginning, all America was Virginia."
William Byrd II
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Learn more about items related to commencement exercises in the VHS collections.

Van de Vyver Institute Diploma
Go Behind the Scenes at the Virginia Historical Society this Saturday 10/25/14 #vahistory #Miller&Rhoads #Thalhimers t.co/OD2MUaofng

Your charitable remainder trust, a legacy from one generation to another

A charitable remainder trust (CRT) professionally invests your cash, securities, or other property (without any capital gain tax on their sale) so as to yield

  • regular income for yourself or to loved ones, and
  • a final gift of all remaining trust assets to charities, including the VHS, to ensure that you will always have a role in teaching future generations about history.

Fixed income: charitable remainder annuity trusts pay an annuity set by you (at least 5% of initial trust assets).
Variable income: charitable remainder unitrusts pay at least 5% of the changing annual value of trust assets, providing a possible hedge against inflation.

Your CRT helps you to plan the future.  You can provide income to almost anyone: yourself and a spouse, children, grandchildren, or others.

  • The income can last for a lifetime(s), or for a set number of years, or both.
  • You can add more assets to the unitrust as the years pass.
  • You can even change the charitable beneficiary, or add new ones.

Your CRT brings many benefits to VHS – and to you:

  • Avoiding capital gains tax on securities put into trust, allowing you to unlock capital appreciation in securities without loss to capital gains tax.
  • Enhancing disposable income by converting low-yielding to higher-yielding assets, while
  • Reducing possible estate taxes.

Your CRT can provide for you and your family and then endow the VHS for many years to come.

To see an illustration of what a CRT might do based on parameters determined by you, please use our online gift calculator, or contact the advancement office at 804.342.9681, or email pseay@vahistorical.org.

Any information concerning giving options or their tax benefits, on this website or otherwise, provided by Virginia Historical Society is of a general educational nature only and does not constitute, or substitute for, legal advice. Please seek competent legal advice regarding how any gift to the society might affect your personal situation.