Planned Gifts & Donations

Give the Past a Future 

Whether supported through an outright gift or planned gift, Norfolk Historical Society programs are made possible through the generosity and commitment of people like you.  To learn about the Planned Giving benefits to you, carry on reading below.How You Can Make A Difference Today A planned gift to the Norfolk Historical Society helps to ensure the future of programs and services offered directly to the next generation of visitors. As a donor, a planned gift allows you to perpetuate your belief that there is a story to be told, a lesson to be learned and a commitment to community to be shared. At the same time, you will realize tax savings either now or in the future, depending on the option you choose.

Just what are planned gifts?

Planned gifts include bequests through your will, gifts of marketable securities, gifts of life insurance and charitable remainder trusts. 

Bequests

Bequests are gifts made through your will. You can give a specific piece of property, a specific sum of money, or a percentage of your estate.  

Your Benefits

Planned today, a bequest is not paid to the Norfolk Historical Society until after you pass away. By carefully planning your bequest, you may eliminate all the taxes payable on death. Your executor can claim bequests up to 100% of the net income on your final two tax returns.

 

Securities

Donating is the least expensive way to make a gift of appreciated, publicly-listed securities such as stocks, bonds and mutual fund units. 

Your Benefits

You will receive a charitable tax receipt for the fair market value of your donation and taxable capital gains are reduced a further 50%. You will receive the satisfaction of contributing a significant gift that will both benefit and support future generations at a reduced cost to you. Securities are tax-effective when given today or in the future through a bequest.

 

Life Insurance

There are many easy ways to donate using life insurance. You can give a new policy, an existing policy or simply name the Norfolk Historical Society as the beneficiary. 

Your Benefits

A planned gift of life insurance can either save you tax dollars today, meaning immediate tax relief, or your estate can receive a tax credit for the face value of your policy. Payments of small premiums today can provide a significant contribution towards the future of Society programs.

Charitable Remainder Trust

A charitable remainder trust enables you to give today and create immediate tax savings as you retain the income or continue to make use of the donated asset. 

Your Benefits

Charitable remainder trusts are powerful planning tools for people over age 65 who have made, or are planning to make a charitable bequest. You receive an immediate tax receipt for the present value of the donated asset and annual income from the assets in trust.

Designating Your Gift

All gifts to the Norfolk Historical Society are extremely valuable and will have a direct and long-term impact on the Society. An unrestricted gift however carries with it an added advantage: the flexibility to allow the Norfolk Historical Society the opportunity to better meet the needs and challenges of an unpredictable future. Donors may prefer to direct their contribution to benefit one of the Norfolk Historical Society's current programs: Your options for giving:
•           Wherever the need is greatest
•           The Cantelon Project Fund, the Building Renaissance fund
•           Sustainable Operations Funding
•           Educational programming
•           The Norfolk Archives, to maintain and upgrade equipment
•           Our Endowment Fund
•           Future web-based initiatives ecognition

rECOGNITION

Thank you for honouring the Norfolk Historical Society by considering a planned gift. If you do plan to make a future gift to the Society through your Will, we would appreciate notification of the same. It is our goal to ensure that all future gifts to the Society are handled according to the wishes of the donor. This goal requires us to maintain accurate permanent records of our correspondence with future donors. As a registered charity, the Norfolk Historical Society can accept donations and issue receipts for income tax purposes. In return for your gift, we will include you in our list of supporters that appears in the Annual Report.To ensure that your Will, or any codicil to it, is valid and takes full advantage of current legislation, please consult your lawyer or financial advisor. 

 CHARITABLE NUMBER

The Norfolk Historical Society has a charitable number that may be used.
It is: 12995 5290 RR0001.

 

There are four options:

1. Come to the  Eva Brook Donly Museum, 109 Norfolk St. South, Simcoe and make your donation  by cash, cheque, or visa. Sorry we do not take debit or other credit cards at this time. You can do that, if you wish, through our PayPal optionat at the Museum. To make it even more personal, ask to talk to our Manager, Scott Gillies or our Office Manager, Jerri Whiting.

2. Mail your cheque, made out to: Norfolk Historical Society and send same to 109 Norfolk St. South, Simcoe, ON, N3Y 2W3. A receipt, for tax purposes, will be forwarded.

3. Phone 519-426-1583 or email This e-mail address is being protected from spam bots, you need JavaScript enabled to view it   to make your own personal arrangements.

4. Pay right here on the website using the PayPal logo below to pay by credit cards. You will be registered as a NHS PayPal user and later will receive an applicable tax receipt.

 

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We are now set up to use PayPal. You can make a donation directly from this page of the website. Just click on the PayPal button on the left.

You will be asked to fill out your name and address, if you are not already a registered user of PayPal with the NHS.  In the latter case use you User Name and Password given to you by NHS.

Below will be shipping information. We are not going to ship anything of course so the last item will state "Shipping rate price is 0." Your name and address should of course be correct. If it is the same make sure the button is clicked at Default (Same as Billing).

Now proceed to check out! When you reach the PayPal page, you will be required to input your data for the credit card that is your choice

Have your credit card handy as they will ask you for the confirmation number on the back of the card.


What is PayPal?

  PayPal is a method for buyers to send money online. This eliminates cheques and other less handy methods of payment.For you - the Buyer:

  • You can use credit card, debit card or transfer from your bank account
  • You can buy from us in a very secure way without revealing credit card number or financial information.
  • It is fast. Payments are made immediately, quicker then sending checks or money orders. Buyer does not have to wait for their payment to get to us before we ship.
  • It is easy can be done in a few clicks on your computer.
  • It is Trusted! PayPal has industry-leading fraud prevention.
  • It is free to the you.

 

 

 

 

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