Create A Lasting Legacy.
You can make an incredible impact on our future when you include Historic Annapolis in your financial or estate plans. you you fulfill the promise that the next generation of Americans will continue to learn from Virginia’s past. Bequests and other planned gifts give the Virginia Historical Society the necessary resources for this venerable institution to plan for its future.
Protect History Through Your Will
A gift in your will or living trust 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.
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.
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
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.