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Endowments & Planned Giving

Planned Giving: Leaving a Legacy:

Gift by Will or Bequest
The Museum is deeply honored by being remembered in a supporter’s estate plan. If you plan to make a charitable gift by will, please meet with your attorney to discuss and update your will.

Let Us Know
We hope you’ll tell us when you have named the Museum in your will. We would very much like the opportunity to thank you for your generosity. If you prefer to remain anonymous, your gift will be kept completely confidential. But at the same time, recognition of your gift can encourage others to do the same. Whatever the case, we greatly appreciate your support and will honor your wishes. If you have any questions or other specific requests about a bequest, please contact René Stevenson at 410-745-4950 or e-mail rstevenson@cbmm.org.

Endowments: Gifts That Keep Giving:

When you make a gift to the endowment, you are making a gift with a future! Your endowment gifts guarantee that financial support will remain readily available for the future needs of the Museum.

Gifts to the Museum’s endowment (currently valued at more than $11 million) are permanently invested to supply a steady, annual source of funds for the purposes agreed upon by the donor and the Museum. A new named endowment may be established for a minimum contribution of $25,000. Gifts of any size may be added to an existing endowment fund.

Education and Curatorial Endowments

  • The Boatbuilding Apprentice Fund
  • The Norman H. and Ellen K. Plummer Howard I. Chapelle Memorial Library Endowment
  • The Collection Acquisition Endowment
  • The Curatorial Endowment
  • The J. Douglas Darby Memorial Education Endowment
  • The J. Douglas Darby Library Endowment
  • The Davenport Family Foundation Endowment
  • The Education Endowment
  • The Fichtner Community Sailing Endowment
  • The Maintenance for Floating Exhibits Endowment
  • The Jean McIntosh & William Carveth Heyn Endowment Fund
  • The George F. Johnson Endowment
  • The Program Endowment for the Kerr Center for Chesapeake Studies
  • The Kimberly-Clark Endowment, in Memory of Robert J. Kimberly
  • The Lenfest Foundation Lecture Series Endowment
  • The Lighthouse Endowment
  • The James Michener Intern Endowment
  • The Phillip E. Nuttle Waterfowl Endowment
  • The David & Susan Pyles Community Sailing Endowment
  • The Sailing Club of the Chesapeake Sail Training Endowment
  • The Chesapeake Bay Log Canoe Trophy Endowment
  • The C.V. Starr Scholarship Endowment
  • The Barbara Stewart Museum Store Endowment
  • The Dr. Charles H. Thornton Education Program Endowment Fund
  • The Trumpy Yacht Endowment
  • The Ernest and Jane Tucker Apprentice Endowment
  • The George Harry Wagner Memorial Scholarship Endowment
  • The Webster Endowment
  • The Ralph H. Wiley Education Endowment

Operating Endowments

  • The J. Howard Adkins Memorial Endowment Fund
  • The David B. Baker, Jr. Memorial Endowment
  • The Bedford Family Fund Operating Endowment
  • The Bruce Ford Brown Memorial Operating Endowment
  • The Buildings & Grounds Endowment
  • The Edward B. Freeman Memorial Operating Endowment
  • The Constance Stuart Larrabee Endowment
  • The Dundas Leavitt Memorial Operating Endowment
  • The Peter Max Operating Endowment
  • The Memorial Operating Endowment
  • The Fred and Nancy Meendsen Endowment
  • The Members Operating Endowment
  • The John B. Mencke Memorial Endowment
  • The Sumner and Frances Parker Endowment
  • The J. Thomas and Eleanor Requard Operating Endowment
  • The J.W. Sener, Jr. Endowment
  • The W. Mason Shehan Memorial Endowment Fund
  • The Ralph Simmons Operating Endowment
  • The Linda & Hank Spire Operating Endowment
  • The John R. Valliant Log Canoe Fund
  • The Vane Brothers Company Endowment

Planned Giving
Use Your IRA as Never Before!

The Pension Protection Act of 2006 encourages financial support of charitable organizations by allowing donors to make a lifetime gift using funds from their individual retirement account (IRA) without undesirable tax effects. IRA gifts can be accomplished simply and without tax complications. Plus, you can make the gift now—while you are living and able to witness the benefits of your generosity.

You may contribute funds this way if:

    • You are age 70½ or older
    • The gift is $100,000 or less each year
    • You transfer funds directly from an IRA or Rollover IRA
    • You transfer the gift outright to one or more public charities, but not supporting organizations or donor advised funds.

How to Make a Gift of an IRA
Prior to making a gift, contactRené Stevenson at 410-745-4950 or e-mail rstevenson@cbmm.org, for special instructions. You can then contact your IRA custodian to transfer your desired amount.

Gift by Will or Bequest
The Museum is deeply honored by being remembered in a supporter’s estate plan. If you plan to make a charitable gift by will, please meet with your attorney to discuss and update your will.

Let Us Know
We hope you’ll tell us when you have named the Museum in your will. We would very much like the opportunity to thank you for your generosity.If you prefer to remain anonymous, your gift will be kept completely confidential. But at the same time, recognition of your gift can encourage others to do the same. Whatever the case, we will honor your wishes, because we appreciate your support. If you have any questions or other specific requests about a bequest, please contact René Stevenson at 410-745-4950 or e-mail rstevenson@cbmm.org.