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Longest-Serving Employee Gives to Ensure HMH Touches Future Generations

Roger Henderson

Roger Henderson, who has worked at HMH for more than 21 years, is leaving a portion of his IRA to the Museum.

Roger Henderson and Holocaust Museum Houston (HMH) enjoy a long-standing relationship. He began working at HMH before the Museum opened on March 3, 1996. His earliest memories of HMH include his immense desire to ensure everything was absolutely clean and in perfect order for the opening. He personally set up the 400 chairs in the front parking lot for this historic event and remembers with great clarity the speakers and the attendees, especially the survivors. After 21 years, Roger continues to work at HMH as the longest-serving employee.

In the early days and beyond, Roger worked closely with Holocaust Survivor Bill Morgan. Bill's story was life-changing for him. Roger knew a little about the Holocaust, but as he met more Houston survivors, he knew he needed to educate himself about that time in history and committed himself to doing so.

"It became personal to me after I met our survivors," he explains. "They had the will to survive; they came here with nothing. They gave me a different perspective on life, and on how people should be treated." HMH has helped shape Roger into the caring man he is today.

Witness to Museum's Influence

To Roger, "Holocaust Museum Houston is an important place with a very powerful message." He has seen HMH change people for the better with his own eyes.

About six years ago, Roger caught an adolescent writing graffiti on the walls in the bathroom. Roger and the Houston Police Department officer on duty that day spoke to the young man by the name of José. As an opportunity to rehabilitate himself, he was offered the opportunity to volunteer at the Museum. José began asking meaningful questions while working at HMH, and over the years, he made something of himself and his life. Now 20 years old, José comes back on a regular basis and brings his friends and family. Roger personally feels this is one of his greatest accomplishments at the Museum. "Volunteering at HMH changed this young man into a kind and productive citizen," Roger says.

"I feel it is HMH's responsibility to educate as many youngsters as we can. If they can put a person into the story, it becomes more real to them. So what can I do to make sure this place stays open forever and continues to make a positive impact on our children?"

A Meaningful Gift

Roger decided the best way to make an impact was to become a member of HMH's Generation to Generation Legacy Society. He learned of the society and thought, "By leaving a legacy gift, I can still be here, even when I am no longer here. Kids will continue to be moved by their visit and will leave with a different attitude, a different way of seeing their world and how they can make an impact."

"I felt compelled to do something meaningful to me, and by doing something meaningful, my son will understand what's important in life."

Roger is leaving a portion of his individual retirement account (IRA) to Holocaust Museum Houston as his legacy gift. "I am so thankful to HMH, and I am most grateful for being a part of this Museum for over 21 years. My legacy gift will hopefully fund an internship for an at-risk child. Like José, I want to give other children the opportunity to become better human beings through volunteering at HMH."

Holocaust Museum Houston is grateful to Roger for his dedication to HMH, his belief in our mission and his deep understanding of the need for legacy gifts to keep our doors open so we can continue to educate our future - our youth.

How Will You Make an Impact?

Like Roger, you can help ensure our doors stay open for future generations by including HMH in your long-term plans. Contact Stephanie Dugan, CAP® at 713-527-1629 or today to discuss your giving options.

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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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