The Dr Pepper Museum & Free Enterprise Institute, as part of its ongoing development program, seeks “planned” or “estate” gifts. Planned giving is simply the process of planning to make a difference both for yourself and for a cause you believe in through a charitable gift. Planned giving is often described as “leaving a legacy” because many are created to make an impact for future generations.
The most common type of planned or estate gift is a bequest in a will. The other most common types are “life-income” gifts and gifts of life insurance. The Museum will work with the donors and their representatives to create a giving vehicle that is appropriate for each situation.
The Museum places a high value upon the friendship and welfare of any prospective donor. No program, agreement trust, contract, or commitment shall be urged upon any donor or prospective donor, which would knowingly jeopardize the donor’s interests. All information concerning donors or prospective donors, including their names, names of their beneficiaries, the amounts of gifts, sizes of estates, etc., shall be kept strictly confidential by this organization and its authorized personnel unless permission is obtained from the donor to release such information.
There are several types of planned gifts available for consideration: