Legacy / Planned Giving Program

Leave a legacy to The Army Historical Foundation through charitable gift and estate planning.

The Army Historical Foundation was established in 1983 for the purpose of preserving the history and heritage of the American Soldier. Gifts to The Army Historical Foundation can be directed to support the Campaign for the National Museum of the United States Army.

Legacy or planned giving may be defined simply as making a provision in one’s estate to support the National Museum of the United States Army through The Army Historical Foundation. Many of The Army Historical Foundation’s members and friends have chosen legacy giving as a way to perpetuate their support of The Army Historical Foundation beyond their lifetimes. If you want to support the National Museum of the United States Army beyond your lifetime, including the Museum in your estate plans is a way for you to conserve your assets, plan for your family’s financial needs after you’re gone, and meet your desire to support a cause that has been important to you and your family.

The Army Historical Foundation is grateful for all types of gifts and welcomes the opportunity to work with you and your personal advisors to determine if one or more planned giving arrangements are appropriate for you. Recognizing the private nature of such planning, all inquiries and communications are held in strict confidence and are without obligation.

To request Planned Giving information, please contact Rachel Hartmann at The Army Historical Foundation at (314) 495-6121 or 1 (800) 506-2672 or email rachel.hartmann@armyhistory.org

If you have already included The Army Historical Foundation in your estate plans, let us thank you and welcome you into our Legacy Society.

There are several ways to make a legacy/ planned gift. Follow the links below to learn more about each type of gift:

Gifts by Will or Revocable Trust – Name The Army Historical Foundation in your will through a bequest provision.

Qualified Retirement Plans – Designate The Army Historical Foundation as a beneficiary of your retirement plan assets.

IRA Charitable Rollover – Made permanent at the end of 2015, certain donors can exclude from taxable income certain transfers of Individual Retirement Account (IRA) assets made directly to public charities, including The Army Historical Foundation.

Gifts of Securities – Transfer stock to the Army Historical Foundation.

Gifts by Life Insurance – Designate The Army Historical as owner/beneficiary of a life insurance policy.

Charitable Remainder Trust – Create a trust that provides a fixed or variable income to meet your specific needs, at the termination of which all remaining assets are passed to The Army Historical Foundation.

Retained Life Estate – Give a remainder interest in your personal residence, farm, or vacation home to The Army Historical Foundation.

The Legacy Society

The Army Historical Foundation’s Legacy Society was formed as a recognition program to thank and honor individuals today for the support they will provide The Army Historical Foundation in the future through their estate plans.  We recognize these members for helping The Army Historical Foundation continue its role to preserve the heritage of the American Soldier.  Its projects include historic preservation, conservation, research, educational programming and book awards.

Some of our members name The Army Historical Foundation in their estate plans and never let us thank them for their invaluable support.  If you have included The Army Historical Foundation in your estate plans, we hope you will share this information with us.  We would appreciate the opportunity to express our gratitude, and to welcome you into the Legacy Society.  Of course, if you want to remain anonymous, we will respect your wishes.

The Army Historical Foundation is grateful for all types of gifts and welcomes the opportunity to work with you and your personal advisors to determine if one or more planned giving arrangements are appropriate for you.  Recognizing the private nature of such planning, all inquiries and communications are held in strict confidence and are without obligation.

To request a Planned Giving brochure, or for information on general estate planning, please contact
Rachel Hartmann at The Army Historical Foundation at (314) 495-6121 or (800) 506-2672 or emailrachel.hartmann@armyhistory.org.