Ways To Give

Future gifts are those in which the donor retains an interest, and the charitable use by the Cape Ann Museum is deferred to some future time. Common types of future gifts include:

• Bequest
• Deferred pledge agreement
• Individual retirement account and/or qualified pension plan beneficiary
• Real estate (retained life estate)
• Life income agreement, including charitable remainder trust (all types), charitable gift annuity, special trust/annuity option, testamentary transfer to charitable trusts

Any of these future gifts qualify the donor(s) for membership in the Museum’s Catalina Davis Legacy Society, a group of individuals who have made provision for the Museum in the planning of their estates.

Members of the Catalina Davis Legacy Society are recognized annually in the Museum’s publications (unless they prefer to remain anonymous) and are invited to the Catalina Davis Legacy Society’s annual reception and other informational and social events.

For additional information please contact the Development Office at (978)283-0455 x120.

The Cape Ann Museum strongly recommends that you consult your attorney, financial or tax advisor, and/or estate planner when establishing or revising your estate plans.