YOUR SUPPORT & PLANNED GIVING IS ESSENTIAL TO OUR MISSION

We are committed to ensuring that the rich history of Old Bristol is preserved for generations to come. With every donation, be it big or small, you contribute to the preservation of our unique heritage and the stories that have shaped our community. We encourage you to join us in our efforts as we work tirelessly to celebrate and share Bristol's fascinating past. Every bit of support truly makes a difference!

OTHER WAYS TO SUPPORT

GIFTS TO THE COLLECTION

A donation to the collections is a gift of history. Gifts of photographs or other historical items related to Old Bristol area are very important to the collection. We would be honored by your selecting the Old Bristol Historical Society as the steward of your
precious item or document. Please contact Chuck Rand at 207-677-6011 for more information.

GIFTS OF STOCK

For instructions on making a gift with stock or mutual funds, or for more information, contact Chuck Farrell at 207-677-6011.

MATCHING GIFTS

Many companies match gifts to non-profit organizations made by their employees. Some also match gifts from spouses, board members, and retired employees. Please contact your human resources department to determine if your gift qualifies.

PLANNED GIVING DONATIONS

Planned Giving Donations can take many forms: a cash contribution, stock, bonds, real estate property, insurance proceeds, and more. The manner in which the donations are made can be structured in various ways to meet your needs for now and desired use later. If you wish, your donation will be used for the specific purposes you instruct us to follow, including OBHS’s Education Grant Program, or you can instruct OBHS to put your donation to work in OBHS’ 1765 Plan to support one of several pre-defined purposes that you select or your proposed purpose that
the Board of Directors agree with.

THE 1765 PLAN

Named after the year that Bristol was incorporated, and intended to support projects and programs that help OBHS support Bristol’s growth. The donations made to the 1765 Plan can be directed to one of several Board-defined programs that fund OBHS’s mission statement or project proposed by the donor, reviewed by the Development Committee, and approved by the Board of Directors.

The 1765 Plan program examples are:

Compensation for a part-time Volunteer Coordinator
A professional-level projection/audio system
Appropriate cooking equipment to teach and prepare foods of the 1700s and 1800s
Funds to engage subject-matter experts to share their knowledge about important aspects of old Bristol by personal appearance(s) in Bristol or remote AV presentations

EDUCATION GRANTS PROGRAM

At the Old Bristol Historical Society, we are dedicated to preserving the rich history of our community while inspiring the next generation. Each year, we proudly invite graduating high school seniors to apply for our grant, designed specifically to support them in pursuing further education. We understand that the journey ahead can be filled with challenges, and our goal is to alleviate some of the financial burdens associated with their academic endeavors. We believe in the potential of our youth and are here to help them turn their aspirations into reality by pursuing one of the following.

A licensed certificate earned at a registered technical training institution.
A medical license received from a licensed medical occupation training facility.
A diploma from a registered four-year college or university.

For more information on planned giving opportunities, please contact

Chuck Farrell 207-677-6011

Type of Gift	What are the tax benefits?	What is it?	What are some of the other benefits?
Outright Gift	Income tax deduction. No capital gains tax on appreciated property,	A donation of cash, securities or personal property	You can apply your gift to an immediate or future purpose.
Living Trust	Possible estate tax savings - if OBHS is the recipient of the remainder of the trust.	A trust you establish to be in effect during your lifetime with OBHS receiving the remainder of the trust.	You can change the terms of the trust, within the OBHS Donation Acceptance Policy terms at any time.
Charitable Lead Trust	Probable reduced income tax and potential reduced estate tax.	A trust that provides income to OBHS for a set number of years before you or your heirs receive the remainder.	Provides a way to pass assets intact to your heirs at a reduced cost.
Charitable Remainder Annuity Trust	Income tax savings, no capital gains liability. Possible estate tax savings.	A trust that pays you and / or those you name a fixed income from the trust with OBHS receiving the remainder.	Provides you with an income stream that could increase if the invested trust value increases.
Retirement Plan	Income tax savings. Possible estate tax savings.	A gift made by naming OBHS as the remainder beneficiary after the death	Retains the value of the retirement plan and allows you to leave your heirs less costly requests
Real Estate Gift	Immediate income tax deduction. No capital gains tax obligation.	A donation of real estate	You can continue using the real estate during your life and receive the tax savings
Charitable Gift Annuity	Immediate income tax deduction with capital gains spread out over your life expectancy	A contract with OBHS paying you a percentage of your gift's interest earnings each year during your lifetime.	Provides you with a set annual income amount for life
Bequest	Reduced estate tax	A gift you make by including OBHS in your will	You direct who receives what and if cash, either a percentage amount of your estate or a specific dollar amount