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Generation to Generation Legacy Society

Society LogoWhy was the Generation to Generation Legacy Society Created?
The Generation to Generation Legacy Society was created to celebrate our friends who affirm their commitment to Holocaust Museum Houston through a planned gift. Their generosity demonstrates an investment in the future of our Museum and its mission. Gifts from Generation to Generation Legacy Society members, when realized, will offer operating or endowment support to provide exhibits, educational programs, artifact conservation, museum admission for students, or capital improvement projects.

Why is this important?
Holocaust Museum Houston is a living testimonial to those who perished in the Holocaust, a place of honor for those who survived, and a source of education for present and future generations. The Museum teaches the events of the Holocaust to demonstrate the destructive power of prejudice and the importance of moral courage and individual responsibility. From generation to generation, HMH will continue to teach these vital lessons of the Holocaust to the diverse students, teachers, and members of the community who visit.

What are common ways to make a legacy gift?
The most common way to make a legacy gift is to remember Holocaust Museum Houston in your will through a bequest. You can leave a specific sum of money or a percentage of the remainder of your estate. Other common options include naming the Museum as a partial or full beneficiary of a retirement plan or life insurance policy.

What are the benefits of joining?

  • Recognition in publications, if you desire
  • Invitations to annual Generation to Generation Legacy Society events
  • Potential tax advantages for yourself and your family
  • Satisfaction of helping to ensure the Museum’s future for generations to come

How do I get started?

Contact the Office of Endowment and Gift Planning to learn more about joining the Generation to Generation Legacy Society or let us know that you have already made a gift to HMH in your estate plans.

How do I join?
Becoming a member of the Generation to Generation Legacy Society is simple. In fact, you have already qualified from membership if you have named Holocaust Museum Houston in your will or included us in your estate plans. When you inform us of your gift, we will respect your wish to be recognized or remain anonymous. All details of your gift are held in strictest confidence.

For more information, please contact Stephanie Dugan, CAP® at 713-527-1629 or

View a list of members.

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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.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.