Including Baltimore Heritage in your will or estate plans can have an enormous impact in our work to create a thriving Baltimore by preserving, honoring, and sharing our histories. 

Whether you designate a specific amount or leave a percentage of your estate, your legacy gift will provide Baltimore Heritage long-term financial security and help ensure that we can continue our work for generations to come. 

Choosing the right planned gift depends on your personal circumstances and financial goals. Some of these include: 

• Include Baltimore Heritage in your will or living trust with a specific dollar amount or percentage of your estate. 
• Designate Baltimore Heritage as a beneficiary of your retirement plan or life insurance policy.
• Leave Baltimore Heritage a gift of personal property such as stocks, bonds, mutual funds, or real estate.
• If you are 70 ½ or older, make a Qualified Charitable Distribution from your IRA. You can contribute up to $100,000 from your IRA directly to a charity and avoid paying income taxes on the distribution. If this scenario applies to you, please consider Baltimore Heritage in your distribution plans.

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Not sure how to begin your estate planning? Need information about naming Baltimore Heritage as a beneficiary? The following resources may be helpful.

“Estate Planning & Administration,” Maryland Volunteer Lawyers Service

“Estate Planning Information,” Baltimore Estate Planning Council

“8 Things You Need for an Estate Plan at Any Age,” U.S. News & World Report

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Have you already included Baltimore Heritage in your plans? Please let us know so that we can thank you and ensure that we fulfill your gift as intended. Information you share will be kept confidential, and we respect any desire to remain anonymous. If you choose, you can view and fill out our Estate Gift Intention Form. 

Trustees and advisors can contact Baltimore Heritage Executive Director Johns Hopkins at:

Baltimore Heritage

100 N. Charles St, P101

Baltimore, MD 21201

410-332-9992

hopkins@baltimoreheritage.org

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Baltimore Heritage is a registered 501c3 charity, donations to which are fully tax deductible as allowed by law.

Federal Tax ID Number: 52-0803045