White Bear Lake Area

Historical Society

Learning From Our Past, Preserving For Our Future

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Planned Giving

Help Protect Your Estate and Provide
Long-Term Support for the Society

Planned Giving Program Helps You and Helps Us!

A well-planned giving program is a proven way to help you achieve your financial and philanthropic goals. Planned giving may help you to:

  • Obtain a charitable income tax deduction
  • Avoid or reduce capital gains taxes
  • Avoid probate costs
  • Reduce estate taxes
  • Reduce federal income taxes
  • Provide a continuous income for your retirement

From the Historical Society's perspective, planned giving allows us to ... plan! The Historical Society is evolving. There are new opportunities ahead to have an even stronger presence in the community. As more people set up planned gifts naming the Historical Society as one of their beneficiaries, we can confidently take action on the opportunities.

If your gift is greater than $10,000, you can restrict its use-toward educational programs, house restoration, costumes, whatever you want. The key is to make a gift in your will and let us know.

Fillebrown Club

With your planned gift, you can become a member of the Fillebrown Club-the circle of folks who have made a planned gift. Your name will be added to the plaque displayed at the Fillebrown House and be published, with your permission, in the Historical Society's newsletter, The Lake Area Preserver. Best of all, you will be invited to an annual party celebrating your gracious decision to help ensure the Historical Society remains strong for years to come.

For more information or to let us know that you have made a planned gift, contact Kate Huebsch at 651-426-4012. Or send us an email at wblahistsoc@goldengate.net.

E-mail: Sara Markoe Hanson at WBLAHISTSOC@GoldenGate.net

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