Estate Planning

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends, or the Mark Twain Boyhood Home as part of your estate plan. Sample bequest language:

I give, devise, and bequeath to the Mark Twain Home Foundation d.b.a. Mark Twain Boyhood Home, a non-profit educational corporation, located at 120 N Main ST. Hannibal MO 63401, ____ percent of my estate (or, the sum of $________; or, ____ percent of the residue of my estate) to be directed toward the endowment and/or directed to the area you choose.
Tax ID: 51-0204690

A donor-advised fund is an account administered by a foundation or financial advisor to which a donor makes charitable contributions. The donor or designated representative can then recommend grants from the fund to the Mark Twain Boyhood Home.

The IRA Charitable Rollover law allows individuals 70.5 years or older to give up to $100,000 directly from their IRA to one or more qualified organizations without paying federal income tax on the withdrawal.

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Mark Twain Boyhood Home.

The donation of appreciated real estate, such as a home, undeveloped land, farmland, or commercial property, is a great way to support Mark Twain Boyhood Home projects and programs.

Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan helps support the mission of Mark Twain Boyhood Home.

If you have a life insurance policy that has outlasted its original purpose, consider gifting it to Mark Twain Boyhood Home. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.

A required minimum distribution (RMD) is the minimum amount you must withdraw from your retirement account(s). Generally, you are required to start taking withdrawals from certain tax-deferred retirement accounts (including traditional IRAs) when you reach age 72.

Named Endowments may be created in the donor’s name, or for others whom you desire to honor or memorialize through establishing a permanent legacy in support of the Boyhood Home. Named endowments may be created with an initial investment of $10,000 or above. Discover more about endowments.