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QUICK AND EASY WAYS TO SUPPORT OUR FUTURE

For decades, the Pioneer Florida Museum has benefited from the generosity of people who remembered this important organization in their estate planning. Such support is extremely important to us and is greatly appreciated. Here are four ways you might consider including a gift in your plans.

1. Ask your heirs to give a gift to us in your memory.

A few good reasons to make use of this unusual charitable planned giving strategy:

1. You already have your plans the way you want them and you don’t want to revise your will.
2. Your estate will not be able to take advantage of a tax deduction for bequests to charity.
3. You trust your heirs to carry out your wishes even if they are not legally required to do so.

If you are leaving most of your assets to your children, grandchildren, a few close friends, etc., you could arrange with one or more of them to donate a small portion of their inheritance to us in your memory. They would get an income tax deduction for the gift when they make it, reducing the cost to them.

2. Name the Pioneer Florida Museum & Village as one of the beneficiaries of whatever remains in your IRA or retirement plan.

Most people won’t need all the money in their IRA or other retirement plan. If you leave the remainder to your heirs, there will be income tax to pay, and maybe state or federal estate taxes. If you leave the remainder to us, there will be no taxes due. Changing the beneficiary of an IRA is not difficult to do. Simply request a change of beneficiary form from the company managing the plan and follow the instructions.

3. Arrange for the remainder in a savings or stock account to go to the Pioneer Florida Museum & Village.

It is possible to rename a bank savings account in such a way that at your death whatever remains in the account passes automatically to us. While you are living, only you can put money in or take anything out of the account. This is a revocable arrangement, meaning you can always become the sole owner again. It is easy to do.  Simply tell the bank officer than you want to rename the account as “(Your name) in trust for (the Pioneer Florida Museum & Village)”.

The terminology for a stock account future gift is a TDO, or transfer on death account. Speak with your broker and say you want to rename the account in such a way that anything in the account at your death automatically becomes the property of the Pioneer Florida Museum & Village.

4. Make the Pioneer Florida Museum & Village a beneficiary of a life insurance policy you already own.

If you have life insurance you have probably named your spouse, children or other relative as the beneficiary. We are not suggesting that you change that, just that you include us as well.  We’re happy for whatever you choose to leave us! As with the gift from an IRA, it is a simple matter to request a change of beneficiary form from the insurance company and follow the instructions.

Pioneer Florida Museum is committed to respecting the privacy of our donors.  We have developed this privacy policy to ensure our members and donors that membership or donor information will not be shared with any third party. 

Awareness:  Pioneer Florida Museum provides this Donor Privacy Policy to make you aware of our privacy policy, and to inform you of the way your information is used.  We also provide you with the opportunity to remove your name from our mailing list, if you desire to do so.

Information collected: Here are the types of member or donor information that we collect and maintain:

• contact information: name, organization/church, complete address, phone number, email address;
• donation information/shipping information: name, organization/church, complete address;
• information you wish to share: questions, comments, suggestions; and
• your request to receive periodic updates or newsletters

How information is used:  Pioneer Florida Museum uses your information to understand your needs and provide you with better service.  Specifically, we use your information to help you complete a transaction, communicate back to you, and update you on happenings.  Credit cards are used only for donation or payment processing via PayPal and are not retained by Pioneer Florida Museum. We use the comments you offer to provide you with information requested, and we take seriously each recommendation as to how we might improve communication. 

No sharing of personal information:  Pioneer Florida Museum will not sell, rent, or lease your personal information to other organizations.  We assure you that the identity of all our members/donors will be kept confidential.  Use of member/donor information will be limited to the internal purposes of Pioneer Florida Museum.

Removing your name from our mailing list: It is our desire to not send unwanted mail to our donors.  Please contact us if you wish to be removed from our mailing/email list.

Please contact us: If you have comments or questions about our member/donor privacy policy, please send us an email at or call us at (352) 567-0262.Our mailing address is Pioneer Florida Museum PO Box 335 Dade City, FL 33526-0335.

“A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING 1-800-435-7352 WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE.”Solicitation of Contributions Registration # CH26924