State Historical Society Endowment – Funds are used exclusively for special projects carried out for the benefit of the public by the State Historical Society of North Dakota.
Project or Historic Site – If you would like to donate to a specific project or historic site, please specifiy when you make your donation.
Other ways to donate – If you are interested in making a donation and would like to talk to someone about it, please call David Skalsky with the State Historical Society of North Dakota at (701) 328-3562 or email Dave at email@example.com.
There are many ways to donate:
Charitable Gift Annuity
Gifts of money, stocks, bonds or other liquid assets. A large part of this income may be tax free, and you may also receive a charitable deduction for part of the gift.
Charitable Remainder Trusts
Establish a trust that pays you an income stream for life and leaves the balance remaining when you pass away, to the State Historical Society of North Dakota. You may receive an immediate income tax deduction and could avoid capital gains taxes by donating appreciated assets.
Charitable Lead Trusts
Establish a trust that pays the State Historical Society of North Dakota an income stream for your life and leaves the balance remaining when you die, to your family. Great for passing assets to your family with reduced estate and gift taxes while benefitting the Society at the same time. You may also receive an immediate income tax deduction.
Retained Life Estate
Transfer real estate to the State Historical Society and retain the rights to live in and/or receive income from the property during your life. Upon death, the property will transfer completely to the Society. You may receive an immediate income tax deduction and this could also reduce your estate taxes.
Cash and Gift Pledge
The advantage of this method is that the actual cost of the gift is less than the total dollar amount given to the State Historical Society of North Dakota. You may be able to deduct up to 50 percent of the gift off your adjusted gross income in the year you make the gift.
Your employer (or spouse’s employer) may match employee gifts to the State Historical Society.
Stocks and Bonds
Use this way to donate highly appreciated stocks to benefit the school and to potentially provide capital gains tax savings.
Giving private, commercial or agricultural property. If your property has decreased in value, you should consider selling it and contributing the proceeds to receive both capital loss and charitable gift deductions. We encourage you to contact us during the early stages of your planning so we can work together to decide the best use of this property.
Your will can include gifts in the form of stocks, bonds, cash, real estate, personal property or a percentage of your estate. Work with your attorney if you want the State Historical Society of North Dakota to be the recipient of a future gift.
You can make a substantial gift with modest premium payments, or use paid up policies that are no longer needed for your family members. You may also contribute other appreciated assets to the State Historical Society of North Dakota and with the related tax savings purchase a life insurance policy for the benefit of your family.
Name the State Historical Society of North Dakota as a beneficiary of your retirement account. This could allow that portion of your account to pass income tax free to the State Historical Society of North Dakota.
Consult Your Tax Advisors
The information in this document is NOT offered as legal advice. For advice, contact your attorney and tax advisor.
612 East Boulevard Ave.
Bismarck, North Dakota 58505
Museum Store: 8am - 5pm M-F; Sat. & Sun. 10am - 5pm.
State Archives: 8am - 4:30pm., M-F, except legal holidays, and 2nd Sat. of each month, 10am - 4:30 pm.
State Historical Society offices: 8am - 5pm M-F, except legal holidays.
phone: (701) 328-2666
fax: (701) 328-3710