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Help Us Inspire Others to Create a Better Future Through Historical Understanding

The preservation and care of the Society's extraordinary collections and the funding for its various programs and publications are made possible through the generous support of the Society's members, friends, and donors. We invite you to be a part of this important work.
 
 
Join our Bring History to Life campaign! Help create a sustainable financial future for SOHS by making a donation today. Our goal is to raise $300,000 -- $100,000 for each of the next three years. We have already reached 1/3 of our goal!


 










  
Donate to HISTORY: MADE BY YOU
Exhibits of the people, by the people, and for the people!


Donate to History Made By You
  
Donate to Hanley Farm. Make a donation that will go directly towards supporting operations at the farm - building restoration, maintenance, landscaping - all the activities that go into maintaining this historic treasure.
 
Donate to Hanley Farm


Tribute or Memorial Gifts

A tribute or memorial gift to the Southern Oregon Historical Society (SOHS) is an especially meaningful way to recognize friends, family, business associates, and special occasions, while at the same time supporting the collections, educational programs, and mission of one of Oregon's leading research libraries.

Your contribution will be acknowledged with a personalized letter sent to the honored individual or family without reference to the amount of the gift. In addition, the name of the individual being honored will be listed in our Annual Report.

Tribute Gifts mark special occasions such as weddings, birthdays, anniversaries and graduations. Or, celebrate a holiday with a gift to the SOHS in the name of someone special.

Memorial Gifts express your sympathy or remember a loved one. Opportunities for permanent recognition are also available at the Southern Oregon Historical Society ; you may wish to create an endowed fund.

Planned Giving

The Southern Oregon Historical Society seeks to enrich and maintain the historical record and create a better future through historical understanding. Through your bequest or other planned gift, you will ensure that this valuable institution continues its mission to support historical preservation, conservation, research, and education.

The Historical Society offers many planned giving opportunities, all of which can be tailored to meet your specific financial and estate-planning needs. A planned gift offers many advantages including:

  • Fulfill philanthropic goals
  • Convert low-yielding or non-income producing assets into  lifelong income
  • Reduce or eliminate capital gains costs and/or estate tax liability
  • Enjoy significant income tax deduction
  • Increase spendable income

Ways to Give

Type of GiftHow It WorksWhen to Set up the Gift
CashWrite a check or charge a credit card.Anytime: Tax breaks can help you each year.
BequestLeave a specific amount or percentage of your estate to us through your will or living trust.Anytime: You can change the gift as your life circumstances require.
Appreciated SecuritiesGive securities owned longer than one year, and receive a deduction and avoid capital gains tax.Anytime: Consider this gift whenever long-term capital gains taxes are an issue.
Retirement PlanName us as primary or contingent beneficiary of part or all of your retirement plan.Anytime: This tax-heavy asset makes a great charitable gift after your lifetime.
Charitable Gift AnnuitiesMake a donation and, in turn, receive a fixed annuity payment each year for life.Anytime: Benefit from a current tax deduction and augment potential retirement income on a tax-favored basis.
Memorials & TributesGive a gift in memory or in honor of a loved one.Anytime: Realize tax benefits for your kindness.
Donor Advised FundsAccess the giving power of a private foundation without the expense or complexity.Anytime: This gift allows for easy record keeping as well as an immediate tax deduction.
EndowmentsEstablish a fund to support a specific interest, leaving the principal intact in perpetuity.  Anytime: Gain a tax advantage and create a permanent and financially stable fund.
Retirement AssetsDesignate all or a portion of your retirement plan to HSP while retaining control and use of the funds during your lifetime.Anytime: Give the most-taxed asset in your estate to HSP, leaving more favorably taxed property to your heirs.
Life InsuranceName HSP owner and beneficiary of a life insurance policy.Anytime: Make a significant gift from income instead of capital while qualifying for an income tax deduction.

 


If you wish to make a planned gift, we urge you to meet with your attorney, financial advisor, or estate-planning professional to discuss your options.

Your contribution is tax-deductible to the extent allowed by law. Our federal tax ID number is 93-0383321