Many factors are involved in selecting the most appropriate and effective method of charitable giving. Knowledge of the different options is essential to making an informed decision. In addition to supporting charitable organizations, planned giving presents several benefits:
• bypassing capital-gains taxes
• reducing current income taxes
• reducing federal estate taxes
• increasing current income
• conserving future assets for heirs
Useful Information for Making a Bequest to The Collection:
Legal Name: The Historic New Orleans Collection
Address: 533 Royal Street, New Orleans, Louisiana 70130
Sample Bequest Language:
(to be reviewed by your attorney)
"I hereby give, devise and bequeath to The Historic New Orleans Collection, 533 Royal Street, New Orleans, Louisiana______-percent of my net residuary estate ( or the sum of $___, or the rest and residue of my estate after payment of the foregoing bequests). This is an unrestricted gift and may be used to further the mission of The Historic New Orleans Collection."
Upon request, we are pleased to provide the necessary tax exemption letter to your attorney or financial advisor.
Gift Annuity Program
In 2008, The Historic New Orleans Collection established a gift annuity option. The charitable gift annuity is a contract under which The Collection—in return for cash or other assets—agrees to pay a fixed amount of money (the annuity) to one or two individuals for life. The contract is mutually beneficial: You the donor benefits through quarterly annuity payments and The Collection benefits from the original charitable donation.
For gift annuity contracts with The Collection, the board of directors has set the minimum donor age at 60 and the minimum gift amount at $10,000.
To better serve the community, The Historic New Orleans Collection is pleased to offer the following materials:
• Giving Through Your Will
• Giving Securities
• Giving Real Estate
• Giving Through Retirement Plans
• Giving Through Gift Annuities
• Giving Through Charitable Remainder Trusts
• Giving Through Life Insurance
These materials are provided free of charge and without obligation.
To obtain detailed information about gift-planning methods or to receive the planned giving materials, please write or call Jack Pruitt, Jr., Director of Development and External Affairs, The Historic New Orleans Collection, 533 Royal Street, New Orleans, LA, 70130;
(504) 598-7173. or email
All inquiries are kept in the strictest confidence and are without obligation.