Unrestricted Gifts
Unrestricted gifts are among the most valuable to the History Center, because they allow the organization to allocate funds where the greatest need arises or to take advantage of unique opportunities. Your unrestricted contribution may be used to support costs associated with innovative programming, materials for exhibitions, research, facilities, and more.
Gifts of Appreciated Securities
A viable alternative to a cash gift is a gift of appreciated securities. If you have owned the stocks or securities for more than one year, you are entitled to a charitable income tax deduction for the fair market value of your gift to the fullest extent permitted by law. You also avoid paying capital gains tax on the appreciation of the securities. Please contact your financial advisor for further information about tax deductions and eligibility.
Electronic Transfer through your broker may be transferred to:
Attn: Renee Buchner
Wilmington Trust Company (M&T Bank)
101 West Third Street, 4th Floor
Williamsport, PA 17701
Phone: 570-327-2992
Account #4B20933
DTC #990
Please contact Jane Bachman at 717-848-1587, ext. 230 or email jbachman@yorkhistorycenter.org for additional information.
Directed Gifts
Directed gifts allow you to designate your gift to a department or priority project within the History Center. When you make a directed gift to the History Center, you enjoy the satisfaction of knowing you are supporting a program that is personally meaningful.
EITC
The York County History Center is a designated Educational Improvement Organization (EIO), eligible to receive corporate contributions through Pennsylvania’s Educational Improvement Tax Credit (EITC) program. We use EITC monies to support our educational programs including welcoming thousands of school students to our sites each year for field trips.
To learn more about the EITC program, go to the DCED’s website:
https://dced.pa.gov/programs/educational-improvement-tax-credit-program-eitc/Telephone: (717) 787-7120
More Questions? E-mail: Laura Macaluso.
Endowment Gifts
Endowment gifts provide the option of designating your gift for general or restricted endowment providing the York County History Center with long-term financial support by expanding the permanent financial base. Project Endowment Funds may be started for specific purposes with a minimum contribution of $10,000.
Outright Gifts
When you make an outright gift to the York County History Center, your contribution will be put to work immediately.
Outrights gifts include:
- Cash gifts — The easiest gifts can be made through credit/debit card transactions, outright cash, or personal checks, cashier’s checks, or money orders made payable to the York County History Center.
- Gifts of appreciated securities, stocks, and bonds — These gifts provide considerable tax advantages when transferred to the History Center before they are sold. To transfer stock contributions please contact the Development Office at (717) 848-1587.
- Gifts of personal property — Contributions of rare books, works of art, valuable collectibles, and tangible items of demonstrable value are important for the History Center’s mission to collect and share York County history. In some cases, these gifts may enable you to make a significant gift to support the York County History Center with outstanding tax benefits to you.
Donation to the Collections
The York County History Center has benefited from the generosity of others for many years. Donations of artifacts such as furniture, paintings, glassware, clothing, machinery, and other objects have been given to the Collections Department. Donations of paper material such as maps, manuscripts, photographs, and books have been given to the Library & Archives. It is these gifts that help keep our collections current and growing. This allows us to fulfill our mission of collecting and preserving the history of the area and inspiring people to explore the wonderful history and culture of York County Pennsylvania.
For more information about donating an item to our object collection, please contact Rachel Warner, Director of Collections.
For more information on donating to the Library & Archives, please contact Nicole Smith, Director of Library & Archives. It is now possible to submit digital items for donation, such as audio and video recordings, digital images, and documents by clicking here: Digital Donation Form.
Memorial & Tribute Gifts
A Memorial or Tribute gift to the York County History Center is a special way to remember someone who had an interest in history or heritage or to honor someone who is marking a special occasion or accomplishment in his or her life such as a birthday or a graduation.
Making a Memorial or Tribute gift is a unique and touching way to honor someone special in your life. Your Memorial or Tribute gift creates a special remembrance while helping the History Center continue to collect, preserve and share history for future generations to enjoy.
To give a tribute or memorial gift today, click here for Memorial & Tribute Gift Form.
Memorial or Tribute gifts can also be made by mail to York County History Center, 250 E. Market Street, York, PA 17403, or you may contact David Corman at 717-848-1587, ext. 232.
Planned Gifts*
Bequests
The simplest way to support the York County History Center’s future, a bequest provides a gift for the organization in your will. Possible wording for a general bequest is as follows:
General Bequest — “I leave the sum of __ (dollars or percent) to the York County History Center.”
Residuary Bequest — “I give to (legal name of charity*) the rest, residue and remainder of my estate to be used for its exempt purposes.”
Contingent Bequest — “If (name of beneficiary) predeceases me or disclaims, I give such property to (legal name of charity*) to be used for its exempt purposes.”
Charitable Gift Annuities
A Charitable Gift Annuity provides you with an income for life in exchange for transferring assets to the York County History Center. It involves a simple agreement whereby the History Center accepts a gift of cash, securities, or property and agrees to pay a specified, fixed dollar amount to you or another beneficiary.
Charitable Remainder Trusts
The Charitable Remainder Trust allows you to transfer assets into a trust which then pays lifetime income to you or your beneficiaries. The remainder of these assets will transfer to the York County History Center. There are two types of charitable remainder trusts:
Annuity Trust — you (the donor) receive a fixed income. No additional contributions may be made to the trust.
Unitrust — this type is flexible in that you (the donor) may make additional contributions to the trust and the payments to you may vary.
Charitable Lead Trusts
A Lead Trust involves an agreement between you (the donor) and a trustee that provides income to the York County History Center for a specified number of years. At the end of that period, the trust property typically passes to an heir. Securities or other appreciated assets may be contributed to establishing a charitable lead trust.
Gifts of Real Estate
Property gifts of personal residences, second homes, income property, and vacant land can bring benefits to the History Center. These offer a wide variety of taxes and other benefits. Any property gift must be reviewed in detail prior to consideration. At times it is not practical for the History Center to accept real estate gifts.
Retirement Assets
Retirement accounts assets, if left to anyone other than a spouse, may be subject to high taxes. By designating the York County History Center as the recipient of any benefits remaining in your retirement plan, you may reduce the taxes on those assets.
Life Insurance
You may wish to make the York County History Center a beneficiary of an insurance policy.
An easy method to increase your contribution is through your company. These programs typically match all or part of an employee’s donation to a charitable organization. Contact your personnel office to obtain further information about matching gifts.
Gift Pledges
The York County History Center welcomes gift pledges. A pledge is a formal statement of intention to make a gift to the History Center. These allow you to complete your gift by making regular payments over time such as several months or quarterly, allowing you to give more generously than you originally may have considered. Each payment on your pledge is eligible for an income-tax charitable deduction.
IRA Gifts
Congress has extended legislation that allows donors to make tax-free gifts from their IRA Accounts. If you are age 70 or older and do not need all or a part of the distributions from your IRA you can make tax-free gifts totaling up to $100,000 from your traditional or Roth IRA to qualified charities. If you and your spouse each have an IRA account, you can each makeup to $100,000 in gifts. While you cannot claim a charitable deduction for IRA gifts, you will not be required to pay income tax on any amounts you distribute to qualified charities. Contact your tax advisor for further information. For questions, please contact Jane Bachman, Vice President of Advancement.
