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Download the Preservation Utah Planned Giving Brochure (320 kb PDF)

Envisioning the long-term outlook as an organization mirrors Preservation Utah’s approach to preservation: What are the techniques and materials needed to preserve this building for the next 100 years? What are the uses for this building that will pay for its upkeep and benefit the community in economic and cultural terms? What tours and school programs will increase public knowledge and appreciation for architecture, and cultivate support for preservation?

Your annual gifts and membership dues to Preservation Utah fund our current preservation efforts. By extending your support to include Preservation Utah in your estate planning, you actively participate in the long-term perspective needed to preserve Utah’s historic buildings and neighborhoods for the future by ensuring that Preservation Utah has the resources to fulfill its mission in the future.

A planned gift to Preservation Utah can take many forms. Here are a few of the most common:

A General Bequest: Remember Preservation Utah in your will or trust. The bequest can be a specific amount of cash, securities, a percentage of your estate, a gift of real estate or other tangible property.

Life insurance: Name Preservation Utah as the beneficiary of a new or pre-existing policy.Many donors choose to donate an existing policy to a charity during their lives in order to reap a current tax deduction. Other donors simply name a charity to receive some, or all of a policy once the donor dies.

IRA, Pension and Retirement Funds: Designate Preservation Utah as beneficiary, and this could result in an estate tax deduction. Charities do not pay income taxes on proceeds from retirement funds. Whether it’s 5%, 10% or more, the Preservation Utah will gladly accept any sum from a retirement plan. Many beneficiary designations can now be changed online.

Life-Income Gifts: Provide income to yourself or a designated beneficiary through a life-income gift such as a charitable gift annuity, charitable remainder trust, or charitable lead trust, among others.

Estate planning should be undertaken with the assistance of a legal or financial advisor who can help in determining the optimal planned gift for your personal situation, as well as the tax benefits for you and your family.

If you have included Preservation Utah in your estate, please let us know! We would love to express our gratitude, keep you informed of our achievements and, with your permission, publicly recognize your foresight and generosity.

Historic preservation connects the past, present and future through the fabric of our built environment. Maintaining this continuum has been the focus of Preservation Utah for over four decades, with a resulting legacy of revitalized buildings that grace Utah’s communities with the memories and craftsmanship of the past. If you want to include Preservation Utah in your legacy, please contact Kirk Huffaker, Executive Director, at (801) 533-0858 ext. 105; .

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