PLANNED GIVING
Planned giving preserves a donor’s legacy and helps secure the future of Bergstrom-Mahler Museum of Glass. It also represents your commitment to positively impacting our community in actionable ways. We are grateful to donors who ensure their legacy by a planned gift to the museum and honor their commitment through various recognition options at Bergstrom-Mahler Museum of Glass.
Donor Advised Fund (DAF)
- BMMOG gratefully accepts gifts from all Donor Advised Fund (DAF) platforms. To make a gift, you will need to provide our legal name, our federal tax id, and address to the entity that manages your DAF along with the nature of the support (e.g. “annual gift” or “where needed most”).
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Legal Name: Bergstrom-Mahler Museum, Inc.
Address: 165 N. Park Ave. Neenah, WI 54956
Federal Tax ID: 39-0958257 - Ask your financial advisor about contributing to BMMOG through a DAF.
Qualified Charitable Distributions
- If you have Traditional IRAs, and have reached age 70.5, you must withdraw a Required Minimum Distribution yearly.
- Seniors can set up an annual withdrawal with their investment advisor to give directly to Bergstrom-Mahler Museum of Glass.
- Ask your financial advisor about contributing part or all of your RMD to BMMOG.
Planned Giving Language
Totally Unrestricted Bequest
- “I give and bequeath ____% of my estate (or of my trust) (or a specific dollar amount) to the Bergstrom-Mahler Museum Inc., Neenah, WI. This bequest may be used in such manner as the Bergstrom-Mahler Museum Inc. shall in its sole discretion determine.”
Restricted Bequests
“I give and bequeath____% of my estate (or of my trust) (or a specific dollar amount) to the Bergstrom-Mahler Museum Inc., Neenah, WI.” The donor will state the restricted purpose of how the bequest should be used.
Endowment
“I give and bequest____% of my estate (or of my trust) (or a specific dollar amount) to the Bergstrom-Mahler Museum Inc., Neenah, WI to be added to the organization’s endowment.”
Residuary Estate
“I devise and bequeath all of the property owned by me at my death, real and personal wherever situated, to the Bergstrom-Mahler Museum Inc., Neenah, WI, the sale of such property would be added to the organization’s endowment (or state the restricted purpose of how the bequest should be used).”
Donor Privacy Policy
Bergstrom-Mahler Museum of Glass has a donor privacy policy. The museum will not share or sell a donor’s personal information, nor send donor mailings on behalf of other organizations.