Germanna Foundation

Preserving the historic heritage of the original settlers of the Fort Germanna Colonies in Virginia

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You are here: Home / Planned Giving

Planned Giving

Support the mission of the Germanna Foundation with your planned gift!

As the 501(c)3 non-profit Germanna Foundation grows and improves over the upcoming years, we will continue to carefully steward our resources and partnerships. Only you can make our work possible, and we encourage you to take part in the Germanna Foundation’s planned giving program.

We believe that taking part in the Germanna Foundation’s planned giving program is a prudent strategy to help the Germanna legacy thrive for future generations.

Read our overview booklet to find out different ways your tax-efficient contribution can make an impact that will affect future generations:

The key to our past accomplishments, current successes, and our promising future is your fully committed support as a generous member, donor, or volunteer.

Germanna is about more than discovering Fort Germanna, stabilizing the Enchanted Castle, expanding our 120,000-descendant genealogical database, conserving Siegen Forest on the Rapidan River, or saving Salubria as a beautiful architectural showpiece.

Sharing the stories of Germanna, a cornerstone of our nation’s history, will help all who hear them discover insights and understanding to build their own futures while honoring our historic heritage.

Just as each stone contributes to a strong foundation, you are part of building the Germanna Foundation’s legacy for all Americans.

Planned Giving and Our Germanna Legacy Society

When Ernst Flender gave oil stock in 1956 so that we could buy 270 acres of the Germanna Settlement, he could not have foreseen what his gift would do over the course of 60 years. Your planned gift to the Germanna Foundation will have a meaningful impact for generations to come. Legacy giving does not require a large income or vast estate. Legacy giving only requires a thoughtful intention to make a difference by identifying the Germanna Foundation in your will or estate plan.

About our Legacy Society

Those who remember the Germanna Foundation through a will, trust, designation or other planned gift, are invited to join in the Germanna Legacy Society. Too often, these gifts are unrecognized because we are unaware of these special gifts until the donor has passed away. The Germanna Legacy Society provides a way to recognize and thank donors during their lifetimes, and ensure that your wishes are properly documented.

Involvement in the Legacy Society gives you the opportunity to enjoy the company of others who, like yourself, care about leaving a legacy to protect and strengthen this 300 year-old community.

You may choose to remain anonymous in your philanthropy. However, participation in the Legacy Society can be an inspirational experience, and may encourage others to look toward the future and how they too may have an enduring impact on the causes they care about.

Only a statement of intent to leave a gift to the Germanna Foundation is required. No documentation of gift amount or type is necessary. Germanna Legacy Society members may designate the use of the distributions from their future gifts, or may leave the distributions to the discretion of our Board of Trustees. A Germanna Legacy Society gift may be used to establish a new fund or may be added to any of the Germanna Foundation’s existing funds.

Benefits of Legacy Giving

Germanna colonists came to America to plant their families on American soil. We are most grateful for that legacy gift 300 years later. Legacy giving offers us a way to demonstrate gratitude to our forbearers and love for generations yet unborn.

Benefits of joining the Germanna Legacy Society include:

  • A relationship with the Germanna Foundation and other donors during your lifetime.
  • A role in determining how your legacy gift will be used, and how it can encourage others.
  • Satisfaction in knowing your legacy will make a difference to the 300 year-old Germanna family of families
  • Special recognition in newsletters and annual reports, unless anonymity is desired.
  • Invitation to the Board of Trustees Reception in July and other special donor events.
  • Some planned gifts can reduce your tax burden during your lifetime, such as gifts of appreciated securities, just as Ernst Flender did in launching the Germanna Foundation in 1956.

Ways to Give to the Germanna Foundation

Annual IRA Gift
Each calendar year, you can reduce your taxes by making a gift from your IRA to Germanna. If you are 70 1/2 or older you can contribute up to $100,000 annually. Your contribution will count towards your annual required minimum withdrawal.

Cash
Cash gifts are the most common form of charitable gifts because they are simple and easy to deliver and may result in a charitable tax deduction for the year given. You can choose to make a one-time cash gift and/or fulfill pledges on an annual, semi-annual, or quarterly basis.

Employer Matching Gifts
Many employers match their employees’ gifts to charities. Please check with your employer. This may be a way to double or even triple your contribution. The Germanna Foundation’s nonprofit tax ID # is: 54-6048585.

Securities
The Foundation accepts stocks or other securities as donations. By contributing a long-term appreciated stock or other security you may avoid capital gains taxes while taking a charitable deduction.

Tributes and Memorials
These gifts are a great way to honor and pay tribute to an individual or celebrate an occasion, such as an anniversary, birthday or new family member. The Foundation informs the honoree (or their family) of the gift with a note (amount is kept confidential) showing that you care not only about them, but also about the future of your community.

Planned or Deferred Gifts

Bequests
Bequests are outright gifts to the Foundation through a will or trust. For your IRA, 401(k), 403(b) \life insurance or bank account contact your custodian, insurer or bank and designate Germanna Foundation as a full, partial or contingent beneficiary. Charitable bequests to the Foundation can also be included when executing a new will or added to an existing will through a codicil. You may leave an unrestricted or restricted bequest of cash, property, or a portion or the entire residue of your estate.

A bequest is a gift from an estate after his/her death, usually described in the donor’s will. Charitable bequests are generally deducted from the overall value of the estate and may decrease or eliminate estate and/or inheritance taxes levied by state and federal governments.

There are several types of bequests that are possible:

  • A contingency bequest provides for a donation to the Germanna Foundation only if your spouse does not survive you.
  • A remainder bequest allows a portion of your estate to be set aside to provide income for a surviving spouse for a period or lifetime.
  • A residuary bequest provides that other expenses and bequests be honored prior to the donation to the Germanna Foundation.
  • If you already have a will, your attorney can create a codicil, or amendment to the will to accomplish any of the above.

In many instances the simple insertion of a phrase such as that below can create a living legacy:

 “I, (name of benefactor) , bequeath to the The Memorial Foundation of The Germanna Colonies in Virginia, Inc. a not-for-profit corporation incorporated under the laws of Virginia with principal offices in Locust Grove, Virginia, the following (sum, percentage, or property).”

Life Insurance
Gifts of life insurance allow a donor to provide for beneficiaries, achieve substantial tax savings and make a larger gift than might otherwise have been possible.

You may contribute a paid-up policy that you or your heirs no longer need by naming “The Memorial Foundation of The Germanna Colonies in Virginia, Inc.” as the irrevocable owner and beneficiary.

In this manner there may be an immediate tax deduction and a reduction in the total amount of your taxable estate. Life insurance proceeds pass immediately to the Germanna Foundation without delay of probate or estate handling.

Even if your life insurance policy is not paid-up, if it has an immediate surrender value, you may derive an immediate benefit by giving. The Germanna Foundation will then obtain the current value from your insurance company.

Your attorney and/or tax advisor can share other means by which you can gain tax savings by obtaining a new insurance policy with The Memorial Foundation of The Germanna Colonies in Virginia, Inc. as the beneficiary or assigning the ownership of a policy to The Memorial Foundation of The Germanna Colonies in Virginia, Inc. and continuing to make payments.

Real Estate
Gifts of appreciated real estate such as a home, vacation property, or undeveloped land may be accepted. Gifts of this nature may allow a donor to avoid tax liability.

Retirement Plan Assets
By naming the Germanna Foundation as a beneficiary of your retirement account, you maintain lifetime control of these assets which pass to the Foundation upon your death. Your estate may be able to avoid certain income and estate taxes.

All of the above is not intended as legal or tax advice. Prior to making a charitable gift you are advised to consult your attorney, accountant, and/or other financial professional for advice with respect to legal and tax-related matters.

Income-Generating Gifts
Charitable-Remainder Trusts and Gift Annuities are methods of making an irrevocable gift of assets during your lifetime that will ultimately benefit the Germanna Foundation while providing income during your lifetime and/or your heirs’ lifetimes.

Because appreciated assets such as stocks or real estate can be protected from taxes, these approaches may benefit the donor while providing income for a period of time to one’s heirs.

Because state laws may impact the preparation of these instruments, it is important to seek local legal counsel to provide the maximum tax savings and avoid errors that may impact the gift transfer.

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Through planned giving, we can continue to explore and to preserve historic Salubria. We can enlarge our archaeological staff to expand the Germanna Archaeology program. We can create interpretation along the Siegen Forest Trails and increase our programming for children and young adults with an education specialist at the Fort Germanna Visitor Center. We can form strong partnerships with other organizations, both local and international. Your investment in the Germanna Foundation can generate a legacy that will last forever.

Thank you,
The Germanna Foundation Board of Trustees

Contact the Germanna Foundation at 540-423-1700 or fill out the below form for more information:

Yes, I’m interested in learning more about making one of the above gifts to the Germanna Foundation.

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NEW GERMANNA RECORD!

Broyles Family book

The Broyles Family: The First Four Generations
by Cathi Clore Frost

watch on-demand!

Germanna Foundation’s Mission and Stewardship

The Germanna Foundation tells America’s story of liberty through the frontier experience of her settlers and descendants using archaeological, historical, and genealogical research and interpretation. We are stewards over these important properties and initiatives:

  • Fort Germanna Visitor Center campus which includes a Museum, Genealogy Library, the Hitt Archaeology Center, and the Germanna Memorial Garden
  • Siegen Forest – 170-acre Hiking and Nature Trails along the Rapidan river
  • 1714/1717 Fort Germanna Archaeology Site
  • Virginia Lt. Gov. Alexander Spotswood’s home “Enchanted Castle” Archaeology Site
  • 1757 Georgian-style Salubria Manor
  • 1800 Peter Hitt Farm
  • Publishing “The Germanna Record” genealogy/ history books
  • Maintaining a genealogy database with over 130,000 records of descendants of the Germanna colonists

Your donation helps support our mission:

Make a Donation

Become a member or renew your membership in the Germanna Foundation:

Membership

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Germanna in the Revolution

Download Icon for Genealogy Databases

Germanna Descendant

Germanna 101

Watch a video about the history of the Germanna Colonies in America.

germanna-family-1b

Become a member of the Germanna Foundation and get access to Germanna’s exclusive genealogy database, GermannaFamily.org, with thousands of names. Research your Germanna roots!

Become a Member

Make a Donation

Planned Giving

Remember the Germanna Foundation in your estate plans and in your will.

Germanna Foundation

The Germanna Foundation
MAILING: P.O. Box 279
LOCATION: 2062 Germanna Highway
Locust Grove, VA 22508-0279
Phone: 540-423-1700
Fax: 540-423-1747
Contact Us Page

Remember the Germanna Foundation in your Will and Estate Plans.

Fort Germanna Visitor Center, Museum & Library

2062 Germanna Highway (Route 3)
Locust Grove, VA 22508
(Next to the Germanna Community College campus)

Hours of Operation:
Monday-Friday, 10:00 am to 4:00 pm
Saturdays, 1:00 pm to 4:00 pm
Closed on Sundays

Out of town visitors are urged to call us at 540-423-1700 to confirm or to make special arrangements for groups.

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Hike Siegen Forest!

Behind the Fort Germanna Visitor Center is our 170-acre Siegen Forest nature and hiking trails along the Rapidan river. Trails are OPEN 7 days a week, during daylight hours. When visiting the trails, please practice “Leave no Trace” ethos. If you enjoy the trails, consider donating to the Germanna Foundation to help support their upkeep.

 

About

The Germanna Foundation is a 501(c)3 nonprofit organization dedicated to exploring the Colonial Virginia frontier via the historic 1714 Fort Germanna and its German colonists and their descendants.

It conducts archaeological exploration and conservation, genealogical research and publishing, and historic preservation and interpretation.

The Foundation owns and maintains several historic sites and properties, such as Salubria Manor, that were part of or closely connected to the Germanna colonies, the town of Germanna, and the other early colonial Virginia settlements and towns in the Piedmont area of Virginia.

Copyright © 2023 The Memorial Foundation of the Germanna Colonies in Virginia Inc. (The Germanna Foundation) | Website by CJKCREATIVE.COM

 

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