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Legacy Society Members

Holocaust Museum Houston is proud to announce that the following members have either made a commitment as participants in the Create-A-Legacy campaign, or have previously committed to leaving a legacy gift to the Museum in their wills or estate plans. Having made such a generous commitment to the Museum, we welcome them into our Generation to Generation Legacy Society. We extend our deepest appreciation to those who have helped to insure the future of Holocaust Museum Houston by leaving a legacy, which will continue beyond their lifetimes. We invite the rest of the museum community to join them as the campaign continues.

Anonymous (17)
Janice Adamson
Betty E. Babendure
David P. Bell
Hazel and Eli Bensky
Bailey Dalton-Binion and Greg Binion
Lynn Bliss
Sandra and Sam Block
Morris Blum*
Dr. and Mrs. Milton Boniuk
Mary Frances Newton Bowers*
Connie S. Boyd
Sarah and Denis Braham
Elizabeth Brandon*
Michael and Eva Breston
Mike and Susan Cahn
Rhona and Bruce Caress
John and Janet Carrigan
Craig A. Cavanagh
Shirley and Alan Cohn
Debbye Crofoot-Morley
Marci and Stewart Dallas
Blanca N. Eckhart
Suzi Feickert
Iris and Alan Fisherman
Nancy and Richie Freed
Andrew T. Gardener, CFP
Rhoda Goldberg
Ron Grabois
Mr. and Mrs. Thomas Graf
Anne and Donald M. Graubart
Joann Greenbaum
Arline Guefen
Sandra Vivian Hedrick
Roger Dale Henderson, Sr.
Barbara and Raymond Kalmans
Molly Ann Kaplan
Chris and Walter Kase
Walter Kase*
Dr. Milton and Gail Klein
Doreen and Marshall Lerner
Sandy Lessig
Jo Ann Levine
Velva G. and H. Fred Levine
Barbara and Barry Lewis
Allan J. Maierson
Kaye and Sonia Marvins*
Mike and Mickey Marvins
Isabel Rosenberg Mermelstein*
Drs. David Howard and Sally Eisen Miller
Judy A. Myers
Nicki and Jeff Nachenberg
Margaret E. Palco
Dr. Nadine Michèle Payn
Dr. Hyman Penn and Mrs. Lynn Gordon
Jerry Rochman
Otto Schlamme*
Harriett L. Seymour*
Jeri and Marc Shapiro
Joel Spira
Michael Splawn
Anna Steinberger, Ph.D.
Renne and Lawrence Stern
Fanny Stone*
Ellen and Dan Trachtenberg
Haya and Dr. Jacobo Varon
Joy and Benjamin Warren
Naomi Warren*
Allan Wayne*
Mary Lee Webeck
Sandra Weiner
Eileen D. Weisman
J. Lan Williams
Mela Zwecker*

* Deceased.

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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.