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Texas Legends

Texas Legends represents and honors those who make a planned gift to support the Texas State Historical Association (TSHA).

Planned Giving

For Your Future and Ours

Since its inception in 1897, TSHA has provided authoritative Texas history content through its programs, products, and services for those seeking to learn about Texas.

In the future, funding will be needed for student and teacher education programs, public programming, publications, and expanding TSHA’s digital resources. Your support will ensure TSHA’s continuity as the authoritative Texas history resource and leader among historical organizations.

The Association accepts contributions from individuals, corporations, foundations, and other donors for its numerous education, publications, and public programs. The Handbook of Texas, Texas History Day, Junior Historians of Texas, the Texas Almanac, and the Association’s Annual Meeting are a small sample of the programs in need of support. The Association encourages you to contact the development staff development@tshaonline.org to assist you in identifying the area that best appeals to you.

The Association is fortunate to have the support of those whose contributions to TSHA are a key element in sustaining the strength of the programs provided by the Association.

Gifts of Appreciated Assets

How to Name Us in Your Will or Trust

If you choose to include the Texas State Historical Association in your Will or other estate plans, we should be named as: The Texas State Historical Association, a nonprofit 501(c)3 organization existing under the law of the State of Texas.

Ask your estate planning attorney to add this suggested wording to your will or living trust:

I bequeath to the Texas State Historical Association [the sum of $___ or ___ percent of the rest, residue, and remainder of my estate] for support of [its general charitable purposes, specific causes, or agencies].

Gifts of Stock and Real Estate

Gifts of long-term appreciated stock, mutual funds, or real estate offer an easy and tax-efficient way to make a lasting contribution to the Texas State Historical Association. Your gift will help to sustain the programs and services provided by the Association while avoiding capital gains tax and reducing federal income tax.

In general, when a person sells an appreciated asset, he/she must recognize capital gain on the sale of such property. You could also reduce the value of your estate for federal estate tax purposes. Essentially, your $10,000 gift to the Texas State Historical Association could cost you less than $5,000-$6,000 to make.

To ensure you are entitled to receive the most beneficial tax treatment, please contact us before you sell your securities.

Gifts of Tangible Personal Property

As with gifts of stock and real estate, a donor will be entitled to a deduction as a result of a contribution of personal property to the Texas State Historical Association. However, the deduction will be based on whether the item donated is related to our mission. If the gift you make is used in furthering our mission, you will receive a charitable deduction for income tax purposes for the full fair-market value of the property donated, but if you decide to give us a vehicle, jewelry or other non-mission related property, you will receive an income tax charitable deduction equal to your cost basis in the asset (typically the amount you paid for the property).

Beneficiary Designations

The Texas State Historical Association accepts gifts of life insurance as the beneficiary of your policy. We also may be named as the beneficiary (primary or contingent) on your retirement accounts. In addition to providing you with the tax advantages described below, beneficiary designations are a quick, hassle-free way to make a gift. Changing your beneficiaries is easy: You may simply contact your insurance carrier or employer/plan administrator and request a beneficiary form. As with bequests, you have the freedom and flexibility to change your mind and your beneficiaries at any time.

Recognition

If you choose to include the Texas State Historical Association in your estate plans, please let us know so that we can recognize you publicly or privately. Informing us of your intentions does not create any obligation on your part and you may decline any presentation or event we may offer. Texas Legends members receive the following privileges:

  • Texas Legends lapel pin

  • Invitations to special events

  • Texas Legends ribbon at Annual Meeting

For more information about the Texas Legends, please contact our staff by phone at 512-473-8691, or by email at Development@TSHAonline.org.

Donors of Planned Gifts

Mr. Max S. Lale

Ms. Frances B. Vick

Mr. W. P. Wright Jr.