Planned Giving

Making a Planned Gift to Wilderstein

Through planned giving, you can have a lasting impact at Wilderstein Historic Site.

Planned giving refers to major gifts involving legacy or estate planning. The simplest way to make a planned gift is to include Wilderstein in your will. Other options include naming Wilderstein as a beneficiary of a living trust, retirement account, or life insurance policy.

Making a contribution in this way can provide favorable tax benefits for you and your family. These gifts may be directed to a specific area you designate, or for general use to support the ongoing preservation and operation of Wilderstein. Your wishes will be carried out with care and dedication.

Before proceeding with a planned gift, you should consult with your personal financial, tax and legal advisors. For additional information, please call Wilderstein’s administrative office at 845-876-4818 and speak with Executive Director Gregory J. Sokaris.

The gift you plan today will assure a solid foundation for Wilderstein Historic Site for generations to come.