Create A Lasting Legacy.
You can make an incredible impact on our future when you include Historic Annapolis in your will or estate plans. A gift in your will continues your investment in the places and stories that shape our history. Whether you give a set amount or a percentage of your estate, a legacy gift to Historic Annapolis transforms your passion for history into a living inheritance for the community and the generations yet to come.
Suggested Bequest Language
Our Preferred Name for Estate Gifts: Historic Annapolis, Inc., a nonprofit corporation, located in Annapolis, Maryland 21401.
Federal Income Tax I.D.: 52-0645783
Sample Unrestricted Bequest Language for Review by your Attorney:
I give to the Historic Annapolis, Inc., a nonprofit corporation, located in Annapolis, Maryland
21401, the sum of [specific $ amount or property/percent of estate/percent of residuum].
Restricted Bequests: You may specify the purpose of your future gift by designating a restricted fund, such as:
Historic Annapolis Endowment—supports the mission of Historic Annapolis, Inc. in perpetuity.
When a Bequest is Designated for a Restricted Purpose, it is Wise to Insert the Following to Accommodate Future Changing Conditions:
If at the time this bequest is received by Historic Annapolis, Inc., or any time thereafter, the
Directors of said Foundation determine that all or part of the funds can no longer be utilized for
the original purpose because circumstances have changed such that it becomes incapable of fulfillment, impractical, illegal, or impossible to achieve compliance with the original purpose designated herein, then all or any part of said funds may be used for such other purpose which, in the sole discretion of said Directors, shall most clearly adhere to my charitable intent.
If you include a gift for Historic Annapolis, Inc. in your estate, please let us know so we can
ensure that your gift is used according to your wishes.
Questions? Call or email Carol Rognrud, Vice President, Development 410-990-4715 or
carol.rognrud@annapolis.org.
Your LAWYER OR Broker will need the following information:
Legal name: Historic Annapolis, Inc.
Taxpayer ID: 52-0645783
Permanent address: 18 Pinkney Street, Annapolis, MD 21401
To learn more about ways of supporting Historic Annapolis, please contact:
Carol Rognrud
Vice President of Development
410.990.4715
carol.rognrud@annapolis.org
Beneficiary Designation
Retirement Accounts: One of the easiest ways to make a planned gift to Historic Annapolis is by making it the beneficiary of a retirement account such as an IRA, SEP, 401(k), 403(b), or other retirement plan. This beneficiary designation can usually be accomplished by completing a beneficiary designation form either by mail or online. Naming Historic Annapolis as partial or full beneficiary of your estate plans may result in significant income or estate tax savings. Please consult your tax advisor for information regarding your specific exceptions.
Life Insurance: A low-cost way to make a significant gift to Historic Annapolis is to make Historic Annapolis, Inc. the beneficiary or owner of a new or existing life insurance policy.
For more information or to notify Historic Annapolis that you have made HA the beneficiary of your planned gift, please contact Carol Rognrud, Vice President of Development, at carol.rognrud@annapolis.org or 410.990.4715.
Tribute and Memorial Giving
Historic Annapolis is fueled by a community who understands deeply the importance of safeguarding our Colonial Annapolis Historic District for ourselves and for generations to come. Whether you are looking to honor beloved or pay tribute to a life well lived – your giving turns compassion into impact for our crucial mission.
To make a donation in your loved one’s honor or memory, please contact Carol Rognrud, Vice President of Development, at carol.rognrud@annapolis.org or 410.990.4715.