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Endowments at Holocaust Museum Houston Foundation

Holocaust Museum Houston General Fund

Purpose: Provide unrestricted funding for the benefit of HMH

General operations support helps provide necessary support for programs such as teaching students about their responsibility to society, providing world-class public programs and exhibitions, training teachers to better reach students with a message of respect, maintain our web resources and collections for future generations and raise public awareness of genocides in our world today.

Holocaust Museum Houston Foundation Restricted Funds

COLLECTIONS AND EXHIBITIONS

The Harriet Lore Seymour Memorial Fund

Purpose: Preserve Harriet Lore Seymour's artifact donations; any income that exceeds the amount needed to accomplish this may be used for other Museum needs at its discretion.

The care of archives, testimonies and artifacts is vital to HMH, as it preserves documentation about the Holocaust, other genocides and the Museum's own history for generations to come.

Ellen and Dan Trachtenberg Permanent Exhibit Endowment Fund

Purpose: Provide support for the permanent exhibit, "Bearing Witness: A Community Remembers", at Holocaust Museum Houston.

Wermuth-Meicler Endowment Fund, in memory of Tola and Sol Rosenberg

Purpose: Provide support for art exhibitions.

George Wozasek Endowment Fund in Memory of Miriam Gerger

Purpose: Provide support for art exhibitions at Holocaust Museum Houston.

Nina and Michael Zilkha Endowment Fund

Purpose: Provide support for changing exhibitions.

EDUCATION

Child Survivors of the Holocaust, Houston, Endowment Fund

Purpose: Provide support for research and education about the effects of the Holocaust and genocidal wars on children and develop age-appropriate curricula for teaching young people about children and genocide.

Helen Colin Speak Out for Tolerance Scholarship Fund

Purpose: Provide scholarship funding for the benefit of a student selected by one member of the HMH Education Department and representatives of the Colin/Meicler family.

Gerald S. Kaplan Endowment Fund

Purpose: Provide support for the distinguished public lecture in conjunction with the Max M. Kaplan Summer Institute for Educators.

Max M. Kaplan Teacher Education Endowment Fund

Purpose: Provide funding for the establishment and operation of the "Max M. Kaplan Summer Institute for Educators."

The Summer Institute is a week-long conference for educators to deepen their understanding of the Holocaust, hear from renowned scholars, network with peers and learn to better communicate this difficult history in the classroom.

Henia Leibman Endowment Fund

Purpose: Support teacher scholarships for HMH-sponsored educational travel to Israel.

The Fellowship provides invaluable experiences to educators each year as they more deeply learn the history of the Holocaust and visit sites that are important for imparting its lessons.

Lt. David L. Silverman Endowment Fund

Purpose: Provide funding for the establishment and operation of the Lt. David L. Silverman Latin American Institute.

The Institute focus on providing Holocaust centered curriculum and training to educators throughout Latin America.

Anna and Emil Steinberger Scholarship for Teacher Education Endowment Fund

Purpose: Provide support for current classroom teachers to attend educational programs sponsored by Holocaust Museum Houston and others.

Warren Fellowship Endowment Fund

Purpose: Provide support for the Warren Fellowship for Future Teachers.

The Warren Fellowship is a week- long training for pre-service educators to deepen their understanding of the Holocaust and equip them to teach it in the classroom.

VISITORS AND VOLUNTEERS

Endowed Fund for Educators, in Honor of Stefi Altman

Purpose: Provide support for an annual day of free admission in honor of Stefi Altman on May 15th.

Ann and Morris Blum Endowment Fund

Purpose: Provide transportation stipend and admission for student field trips

Walter Kase Endowment Fund

Purpose: Provide support for an Annual Free Day of Admission in honor of Mr. Walter Kase on his liberation day, May 5th.

Anna and Emil Steinberger Docent Training Endowment Fund

Purpose: Provide support for docent training.

Marian and Samuel W. Spain Endowment Fund

Purpose: Provide days of admission to the Museum for educational tours of junior high and high school tour groups during the school year.

OPERATIONS

Eric Alexander Garden of Hope Endowment Fund

Purpose: Provide support for ongoing maintenance of the Eric Alexander Garden of Hope.

The Garden is a place of solace and reflection at the Museum, and is also home to the Children's Memorial.

Rivka and Mordechai Roussos Endowment Fund

Purpose: Acquire library materials.

Steinfeld-Krell Endowment Fund, in honor of Ruth and Larry Steinfeld

Purpose: Provide operational support at Holocaust Museum Houston

PROGRAMS

Ruth Vinn Hendler Lack Lectureship Endowment Fund

Purpose: Provide support for a lecture at least once during a two year time frame sponsored by HMH.

Morgan Family Endowment Fund

Purpose: Provide support for the Yom HaShoah Program

The Yom HaShoah Program is an annual city-wide commemorative service in memory of Holocaust victims that also pays tribute to those who survived.

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A charitable bequest is one or two sentences in your will or living trust that leave to Holocaust Museum Houston a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Holocaust Museum Houston, a nonprofit corporation currently located at 5401 Caroline St., Houston, TX 77004, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to HMH or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to HMH as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to HMH as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and HMH where you agree to make a gift to HMH and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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