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Pegasus Society


Leave Your Legacy to the Preservation Community

Making a planned gift to Preservation Dallas is a meaningful way to carry forward your passion and concern for serving as a guardian of Dallas’ most historical and culturally significant buildings in our great City. We invite you to join the Pegasus Society today!

Careful charitable gift planning may help you reduce gift and estate taxes or have other tax benefits. We recommend you work with your financial and legal advisors to prepare your estate plan and review it from time to time, but we hope you’ll consider Preservation Dallas in your planning process.

 

How can I join the Pegasus Society?

There are many tax-advantageous ways to benefit HSCC in your estate plan:

  • Name Preservation Dallas as a beneficiary in a Will or Living Trust.
  • Make a gift of cash or appreciated securities to establish a charitable gift annuity with Preservation Dallas.
  • Create a charitable lead trust or charitable remainder trust (CRT) and name Preservation Dallas as a beneficiary.
  • Name Preservation Dallas as the beneficiary of a paid life insurance policy or retirement account.

 

Click here to download our Planned Giving packet.

Planned Gift Options

 

BEQUESTS

  • You may designate a specific amount of money, stocks, bonds, tangible property or other assets to PRESERVATION DALLAS.
  • Designate a percentage of the total value of your estate.

Designate a residual bequest which directs PRESERVATION DALLAS to receive the remainder of the estate, or a portion of the remainder, after all expenses and other bequests have been made.

 

RETIREMENT ASSETS

  • Any or all of the balance in IRA’s, 401(k)s, and other retirement savings plans can be donated to PRESERVATION DALLAS. Please consider making PRESERVATION DALLAS a full or partial beneficiary.

 

LIFE INSURANCE POLICIES, TRUSTS, AND CERTFICIATES OF DEPOSIT

  • PRESERVATION DALLAS can be named as a whole or partial beneficiary under life insurance policies, trusts and Certificates of Deposits (CDs).

 

CHARITABLE REMAINDER TRUSTS & GIFT ANNUITIES

  • A CRT or CGA enables you to receive a lifetime income from an investment while receiving a tax deduction for the value of the investment donated to charity.

 

REAL ESTATE

  • Donating appreciated land or real estate can be done through a deed or trust, this property can be a home, vacation property, undeveloped land, farmland, ranch, or commercial property.

 

We are available to work with your estate planning and financial advisor.
Please download and complete the Planned Gift Intent Form below and send it
to us at 2922 Swiss Avenue, Dallas, TX 25204 or via email.

 

Click here to download the Planned Giving Intent Form

 

OUR INFORMATION:

LEGAL NAME: Preservation Dallas

LEGAL ADDRESS: 2922 Swiss Avenue, Dallas, Texas 75204-5928

FEDERAL TAX ID: 23-7258521

ORGANIZATION STATUS: 501(c)3 Nonprofit

 

Please consult your financial, tax, and/or legal advisors to determine the benefits of making a gift.

We thank you very much for considering a legacy gift to the Preservation Dallas as part of your estate plan. Please contact David Preziosi at 214.821.3290 or email if you would like to discuss options in a confidential meeting.



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Nominate Information

  • *A formal nomination form will be sent as a followup to this form.