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Through planned giving, you can leave a legacy and play a significant role in Beaufort’s future by helping HBF to preserve Beaufort’s past.

There are a variety of ways that individuals may support Historic Beaufort through planned giving: irrevocable gifts that provide life income to donors, including gift annuities, charitable remainder annuity trusts and unitrusts, and pooled income; and revocable gifts that include wills, life insurance policies, and retirement and pension plans.

Life Insurance

Establish a permeant life insurance policy with insurance company of your choice.  Name Historic Beaufort Foundation as a beneficiary of your life insurance policy, or assign the policy to HBF and use the cash value as a charitable deduction.

Securities or Financial Accounts

IRA’s, 401 (K) plans, deferred compensation plans and annuities can all be use to gift assets to HBF.  Simply list Historic Beaufort Foundation as a beneficiary, either with a percentage of the total value or as a contingent beneficiary (if you are choosing someone else as the primary beneficiary).

We recommend you consult with your financial advisor for detailed information on planned giving and its benefits to you as well as to Historic Beaufort Foundation. 

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