Planned Giving can be cash, stocks and securities, trusts, bequests, charitable gift annuities, charitable remainder trusts, real estate, or life insurance. Your financial advisor can assist you in designing a plan that may provide income for life, benefits for The Hermitage, and is most appropriate for your financial situation.
Consider Remembering The Hermitage in Your Will
The Hermitage is a not for profit organization and receives no on-going state or federal support for operations. We depend on philanthropic bequests and contributions to continue our mission to preserve, educate and inspire Americans about the life and times of this colorful hero.
Gifts of this type are generally directed towards endowment and last in perpetuity benefiting present and future generations. Your bequest to The Hermitage is exempt from state and federal estate taxes. If you contribute IRA or other retirement funds, your bequest is free of income tax. For more information about how you can remember The Hermitage in your will, including sample language, please contact:
The Hermitage, Home of President Andrew Jackson
4580 Rachel’s Lane
Hermitage, TN 37076
(615) 889-2941 ext. 224
(615) 889-9289 fax
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Planned giving makes preserving The Hermitage and the legacy of Jacksonian America a reality. If you have already remembered The Hermitage in your will or estate plan, please let us know so that we may honor and recognize your generosity and vision.