Planned Giving

Legacy Circle

Protect the past by remembering the National Trust in your will or estate plan. Regardless of where you are in planning your estate, making a bequest is simple with any of the options below.

Have you already included the National Trust in your estate plans? Let us know so that we can honor your commitment to preservation and welcome you into the Legacy Circle.


The most popular legacy gift to support the preservation work of the National Trust is a bequest in a member’s will or trust. Bequests allow donors to focus on current financial obligations, while also providing critical support to future preservation efforts. A gift in your will may be a gift of a specific dollar amount or a percentage of your estate.

Charitable Gift Annuities

Give a gift that gives back. Gift Annuities are simple contracts between the donor and the National Trust. You transfer cash or appreciated securities in exchange for fixed income payments for life. You may also qualify for an income tax deduction and, most importantly, your gift will support preservation efforts across the country.

photo by: Duncan Kendall

Real Estate

Donate residential, commercial or undeveloped real estate and provide support for preservation efforts across the country while saving on taxes and reducing responsibilities associated with property ownership. You can donate your property outright, or you can give the title of your home now and retain the right to live there for your lifetime. To learn more about giving a gift of real estate, contact us.

Gifts of Securities

Donating appreciated securities or mutual funds can be a tax-wise and simple way to help support your passion for saving America’s historic places. If you are interested in making a stock gift, please contact Lossie Gibson, 202-588-6139.

Retirement Plans

Did you know that you can make the National Trust a beneficiary of your retirement plan? Leaving all or part of your retirement plan to charity dramatically lowers future taxes and can diminish income and estate taxes that can consume your account.

Our philanthropy team is eager to speak with you about how your giving can advance the mission and goals of the National Trust for Historic Preservation and help save historic places and communities nationwide. You can reach us via this form.

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