Planned Giving

Legacy Society

By including the Columbia Museum of Art in your bequest, gift annuity, and other estate plans, you are creating an investment of a lifetime impacting and ensuring high-quality art and arts experiences in our community for generations to come.

Welcome

We are grateful for your interest in the museum’s Legacy Society. The society is comprised of individuals who believe in the positive and powerful impact of art and art education throughout our community and state while leaving a lasting legacy. Making a planned gift is easy and does not require you to donate money that you may need during your lifetime. If you would like to discuss a planned gift or have any questions about the best way for you to take advantage of the benefits, please contact Brenna Cawthorn-Keating, capital campaign manager, at 803-343-2206 or brenna@columbiamuseum.org. Through your estate or planned gift, you can say a very generous and tangible "yes" to creating a dynamic future of the Columbia Museum of Art.

Donors Stories

“I was starved for art education when I moved to Columbia in 1992. I joined the museum and eventually became a docent. I have made a lot of friends and the education the museum has given me is unbelievable! What they’ve given me in pleasure and art education is more than I can possibly give them.”- Dorothy “Dot” Johnston, 1930-2015

“Because we both love art and love this community, we have made a bequest to the museum to help it flourish and thrive long into the future. It’s a thank-you to Columbia and all the wonderful people here.” - Karen Brosius and Willson Powell
“We have enjoyed many events at the Columbia Museum of Art and hope that our future gift helps ensure that the next generation enjoys this world-class museum as well.” 
- Brenda and Rick Wheeler

Benefits

  • Your estate will qualify for a tax deduction when it fulfills your bequest. 
  • You will keep control over your bequest assets should you need them during your lifetime.
  • You will retain the flexibility to modify your gift anytime, should your circumstances or desires change.
  • You will become a member of our Legacy Society and add to our endowment in perpetuity.
  • You will make a gift to the CMA that may be larger than any gift you could make during your lifetime.
  • You can determine how the funds will be used upon realization of the gift.
  • If you are 65 or over at the time you notify CMA of your intentions in writing, and provide an estimate as to the value of the gift, your gift will be recognized for years to come.

What to Give

  • Gifts of Stock and Bonds
  • Retirement Assets  (IRA, 401k, 403b, pension, or other tax deferred plan)
  • Cash 
  • Life Insurance Policies
  • IRA Charitable Rollover
  • Art

Ways to Give

  • Bequest - You designate our organization as the beneficiary of your asset by will, trust, or beneficiary designation form.
  • Charitable Gift Annuity - You transfer your cash to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life
  • Charitable Remainder Unitrust and Charitable Remainder Annuity Trust - You transfer your cash or appreciated property to fund a charitable remainder unitrust or annuity trust. The trust sells your property tax free and provides you with income for life or a term of years.
  • Charitable Lead Trust - You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.

Ways You Can Define the Amount of Your Bequest

  • A gift of a particular amount of money (e.g., $250,000).
  • A gift of a specific item or items (e.g., 1,000 shares of ABC Corporation).
  • A gift that will be made from the remainder of your estate once all other bequests, debts, and taxes have been paid (e.g., you give 25% of the rest, residue, and remainder of your estate). Often called a "residuary bequest," this approach assures that your family will be taken care of before your estate makes a bequest to the CMA.

To name the museum as a beneficiary, please designate your gift as follows:

Legal Name: Columbia Museum of Art
Federal Tax ID # 57-6007869

Tell Us!

Notifying the Museum of your intended gift will allow the Columbia Museum of Art to honor your wishes and help you ensure that your gift makes the biggest impact it possibly can. Kindly notify the museum of your intentions by completing the Declaration of Intent form and notifying:

    Brenna Cawthorn-Keating
    Capital Campaign Manager
    Columbia Museum of Art
    P.O. Box 2068
    Columbia, SC 29202
    803-343-2206
    brenna@columbiamuseum.org