The 1925 Society

In 1925, the Richmond community received the extraordinary gift of Maymont in a bequest from James and Sallie Dooley. When you join The 1925 Society, you carry on the Dooleys’ legacy by supporting Maymont through planned giving. Your planned giving contribution will help Maymont to build steady and sustainable financial resources that are crucial for the estate’s present needs, future enhancements, and its commitment to provide enriching experiences for all guests. Through planned giving, you can minimize your tax obligations while maximizing benefits to your heirs and Maymont.

Bequest

You can receive potential tax savings for your estate by including Maymont in your will or trust for a specific dollar amount, a percentage of your estate, or another type of provision. You may restrict your gift to a particular area within Maymont, knowing that bequest gifts live on in perpetuity in Maymont’s endowment.

Retirement Plan Assets

Consider leaving your retirement plan assets to Maymont, and give other lesser-taxed assets to your heirs.

Charitable Remainder Trust

A charitable remainder trust allows you or another person to receive payments from the trust for life or for a term (not to exceed 20 years). At the end of the lifetime or term, the assets pass to Maymont.

Charitable Lead Trust

A charitable lead trust allows you to arrange for one or more charities to receive annuity payments from the trust. At the end of the trust term, the assets pass back to you or your beneficiaries.

For information on these planned giving opportunities or gifts of real estate or life insurance, email Anne Du Bois or call 804-358-7166, ext. 321.

SHARE THIS PAGE: