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.
There are many tax-advantageous ways to benefit HSCC in your estate plan:
Click here to download our Planned Giving packet.
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.
LIFE INSURANCE POLICIES, TRUSTS, AND CERTFICIATES OF DEPOSIT
CHARITABLE REMAINDER TRUSTS & GIFT ANNUITIES
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
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.