Historic Rock Hill’s

Legacy Society

There are so many ways you can preserve your legacy while sustaining our organization

for future generations.

Benefits include:

  • Lifetime Historic Rock Hill membership

  • Naming opportunities

  • Engraved brick on our Legacy Pathway at the White Home

  • Knowing that your philanthropic legacy will live on for generations to come!

Plan your charitable legacy today! Download our brochure for a clear and informative guide to planned giving at Historic Rock Hill.

  • Last Will & Testament

    Make Historic Rock Hill a beneficiary in your will or update your existing will with an amendment.

    Your contribution can take many forms, allowing you to tailor your legacy to your vision. Donate a specific dollar amount, designate cherished assets like securities or real estate, or entrust a fraction of your estate to the organization’s vital mission.

  • Life Insurance Beneficiary

    You can designate Historic Rock Hill as a beneficiary through a life insurance policy. If you are at least 70 ½ years of age, you can transfer up to $100,000 from your IRA account to the organization. If the transfer is made directly to the organization, the withdrawal is not taxable as income.

  • Retirement Plan Beneficiary

    You can designate Historic Rock Hill as a beneficiary through a retirement plan. If you’re at least 70 ½ years of age, you can transfer up to $100,000 from your IRA account to the organization. If the transfer is made directly to the organization, the withdrawal is not taxable as income.

  • Real Estate, Stocks and Securities

    Historic Rock Hill can be the recipient of gifts, such as real estate or gifts of stock or securities. If you designate the organization to receive real estate, please state in your will that the property is to be sold through your estate and the organization is to receive the proceeds from its sale. Please contact us to discuss these types of gifts.

  • Charitable Trusts

    Charitable Remainder Trust:
    Get lifetime income or a set amount for 20 years.
    Donate assets like cash, stocks, or property.
    Choose a fixed or variable income stream.
    Historic Rock Hill receives remaining assets after the trust ends.
    Tax deduction on your income tax return.

    Charitable Lead Trust:
    Gift income to HRH for a set period.
    Heirs receive the remaining assets tax-free.
    Donate appreciating assets like stocks or real estate.
    Minimum gift of $100,000 recommended.
    Immediate tax deduction on your gift tax return.

    Both options support the Historic Rock Hill and benefit your financial goals.

  • Charitable Gift Annuity

    A Charitable Gift Annuity (CGA) allows donors to transfer assets (stocks, bonds, certificates of deposit, or cash donations) in exchange for guaranteed income for life.

    Donating through a gift annuity allows you to:
    -Receive an immediate tax deduction for part of your gift.
    -Realize additional tax savings, because a portion of each of your guaranteed payments is considered a nontaxable return on your investment.