Support · Planned Giving
A gift that lasts past you.
Bequests and other planned gifts are how members keep the Filson open for the next generation. They underwrite the institution's future without asking anything of you today.
The Durrett Society
For those who have included the Filson in their estate plans.
Named for Reuben T. Durrett, who founded the Filson in his Louisville library in 1884, the Durrett Society recognizes members and friends who have pledged a gift to the historical society in their will, trust, retirement account, or insurance policy.
Membership in the society requires no minimum gift — only the documentation of intent. Members are recognized in the annual report, invited to a small annual luncheon with the President & CEO, and become part of an institution that has been supported by long-range giving since the 1880s.
Ways to give
Several paths, one goal.
Every plan should be reviewed with your own attorney and financial advisor. The Filson’s development team is glad to provide language for your will or beneficiary form.
Bequests
Include the Filson in your will
A simple paragraph in your will or trust naming the Filson as a beneficiary — for a specific dollar amount, a percentage of your estate, or what remains after other gifts.
Retirement plans
Beneficiary designation
Naming the Filson as a beneficiary of an IRA, 401(k), or other retirement account is one of the most tax-efficient ways to make a planned gift.
Life insurance
Beneficiary or owner
Name the Filson as a beneficiary of an existing policy, or transfer ownership of a policy you no longer need.
Charitable trusts
Remainder trusts and gift annuities
Vehicles that provide income to you (or your heirs) during your lifetime, with the remainder benefiting the Filson. Significant tax advantages; structured with your advisor.
Stock & securities
Appreciated stock
Gifts of long-held appreciated stock can avoid capital-gains tax and provide a deduction for full market value.
QCD
Qualified charitable distributions
If you’re 70½ or older, you can direct a tax-free distribution from your IRA — up to $105,000 per year — directly to the Filson.
Talk with the development team
We can provide language for your will, work with your advisor, and walk through the options.
Conversations are confidential and carry no obligation.
The Filson Historical Society is a 501(c)(3) nonprofit organization (EIN available on request). The information on this page is for educational purposes and does not constitute legal or financial advice. Please consult your own attorney and financial advisor before making any planned gift.
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