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Welcome to the Planned Giving Site for the Boca Raton Historical Society
We've created this website to help you learn how you can support the Boca Raton Historical Society while achieving your own personal financial goals by:
• Providing gift plans that benefit you and your family
• Bringing immediate and deferred tax advantages to both you and your heirs
• Creating a lasting legacy for you and your family
Take a look around and explore the site. Learn about the many opportunities to support the Boca Raton Historical Society through charitable giving. If you are not sure where to begin, try our Build Your Gift planner. If you already have gift options in mind, click on Compare Gifts to see how your choices match up or click on eBrochures to request specific information on a planning option.
How to Name Us as Beneficiary of Your Retirement Plan
If you would like to change the beneficiary of your retirement plan to benefit Boca Raton Historical Society but are worried that the process may be inconvenient and complicated, you're about to be pleasantly surprised. Read how easy it is.
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The Mess She Nearly Left: Estate Plan Review Averts Potential Heartache
When Tracy O'Brien* created her first will in 2002, her goal was simple—to protect the future of her only son. Estate planning attorney Johni Hays reviews the 2002 plan and gives her advice to ensure Tracy's goals are met.
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Good Things Happen When You Make a Will
What do you want your will to do? When kept up-to-date, your will can specify your exact wishes. Check to make sure your will covers these seven planning practices.
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Research Reveals What the Kids Will Think of Your Charitable Intentions
Have you thought about including Boca Raton Historical Society in your estate plan—as the beneficiary of your retirement plan assets or as a recipient in your will, for example—but hesitated because you were worried about providing for your family? New research reveals how your loved ones feel about sharing their inheritance.
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