legacy giving

When you choose to make a legacy gift to Minnetrista, you help ensure that our museum and gardens will continue to be available to future generations of visitors. A variety of estate giving options are available, giving you the flexibility to manage your assets in a way that makes the most financial sense for you and your family, while allowing you to meet your charitable giving goals.

Our staff is happy to work with you and your financial advisor, tax professional, or family attorney to determine how a legacy gift to Minnetrista fits into your long-term financial plans.

From simple bequests to more complicated charitable trusts, read on to learn about the variety of estate giving options available to you.

To make a legacy gift or to get more information about gift options, please contact Lindsey Horan at 765.287.3537.

Bequests

This is the simplest planned gift, requiring only that you include gift language in your will or trust, allocating the gift from your estate for the benefit of Minnetrista. Assets remain yours during your lifetime, and no minimum gift is required.

Bequest gifts examples include:

• A specific sum of money

• A percentage of the estate

• A specific asset

• The remainder or percentage of the estate that remains after other beneficiaries have received their bequests.

To include Minnetrista in your will or trust, you can use the following language:

I hereby give, devise, and bequeath to Minnetrista Cultural Foundation <insert dollar amount, percentage of estate, specific asset> to be used for its general purposes.

Life Insurance

Name Minnetrista Cultural Foundation as the full or partial beneficiary of a life insurance policy. A low cost to you can yield a large gift to the organization, and no minimum gift amount is required.

Retirement Assets

Name Minnetrista Cultural Foundation as full or partial beneficiary of retirement funds held in your 401(k), 403(b) or other IRA account.

Charitable Trusts

A variety of trust classifications are available to donors of charitable organizations. Trusts provide income to named beneficiaries and tax benefits to the donors. Trusts must be considered carefully and with the guidance of your tax or legal advisors to ensure compatibility with your personal financial and charitable goals.

Minnetrista staff welcomes the opportunity to talk with you and your advisors about Charitable Trust options.

To make a legacy gift or to get more information about gift options, please contact Lindsey Horan at 765.287.3537.