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Turning Beliefs Into Reality

Rhoda Goldberg

Passionate about the Museum's work and message, Rhoda made a gift that will support Holocaust Museum Houston for years to come.

When you strongly believe that people can make a positive difference in our world and when you believe you have the ability to influence how things could happen, you want to be sure you are acting on your beliefs. Rhoda Goldberg turned her beliefs into reality by becoming a docent at Holocaust Museum Houston (HMH) and becoming a member of the Generation to Generation Legacy Society.

Rhoda became a docent in 2014 after seeing the commitment a few friends had to Holocaust Museum Houston. To Rhoda, Holocaust Museum Houston does not just teach about a moment in history, it sets before its visitors the challenges we individually face every day — the lessons of what happens when evil words and actions are ignored. It also illustrates how critical it is to keep our eyes open and ears attuned to words of hatred, intolerance and bigotry.

"This is an issue I strongly believe in, that people can make a difference on a personal basis, no matter how big or small. I truly believe each of us can have an impact and can make that difference. It is a choice we each have. Holocaust Museum Houston asks its visitors to consider being upstanders, and to consider the possible outcomes if they choose a different path. This is a powerful and timeless message," says Rhoda.

Rhoda is impressed and encouraged by the number of visitors who come to HMH, and how much interest there is in the Holocaust. Overall attendance in 2017 was approximately 162,000. This number includes walk-in visitors and over 400 school tours. Everyone who walks through the Museum's doors experiences a historical lesson accompanied by an introspective moment. Seeing parents bring their children to the Museum heartens Rhoda, as what better place is there to teach your child the importance of respect and tolerance and the consequences of turning a blind eye? The lessons of the Holocaust are as relevant today as they were over 80 years ago.

According to Rhoda, visitors' questions illustrate the effectiveness of the Museum. The visitors' experiences are powerful and compelling, leaving them questioning how they might make the world a more humane place.

Rhoda says, "The Museum does an outstanding job of honoring Survivors of the Holocaust, paying tribute to those who perished and recognizing the importance of upstanders." She passionately feels that the Museum's purpose is to use education and knowledge to teach the history of the Holocaust and prevent future holocausts and genocides. Rhoda feels that each of us can help HMH achieve the Museum's mission by committing to its perpetuity through making a planned legacy gift.

Rhoda used her IRA as the vehicle for her legacy gift. "It was as simple as adding HMH as a beneficiary."

By naming Holocaust Museum Houston as a beneficiary on her IRA, Rhoda will be able to continue influencing positive behaviors long after her lifetime. By making this legacy gift to HMH, Rhoda is comforted to know she is supporting an organization whose mission and message are extremely important to her. Giving a legacy gift is a way to ensure the future of HMH for future generations.

To learn more about ways you can make HMH a part of your legacy, contact Stephanie Dugan, CAP® at sdugan@hmh.org or 713-527-1629.

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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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