Legacy Gifts
Leave a Legacy with the Lake Wales History Museum
Including the Lake Wales History Museum in your will is a meaningful way to preserve our local heritage and ensure future generations can continue to learn from and enjoy our shared history.
A bequest (a gift made through your will of assets or property) is a simple and powerful way to support the Lake Wales History Museum. By naming the Museum as a beneficiary of all or a portion of your estate, you create a lasting legacy that supports our mission well into the future.
If you already have a will, you can add a bequest with a codicil (a legal amendment to your existing will). We encourage you to consult with an estate planning professional who is familiar with the laws of your state to ensure your wishes are properly documented.
There are several ways to include the Lake Wales History Museum in your estate plans, depending on your family considerations, charitable goals, and the types of assets you wish to give. Bequests can be made using cash, securities, real estate, or life insurance policies. There is no limit to the amount you may contribute through your will. It’s always good to involve an attorney or professional that is experienced in estate planning when making any changes to your will.
Please have your will or codicil drafted by an attorney who is familiar with the estate laws of the state where you live. The Lake Wales History Museum is not engaged in legal or tax advisory service.
We also invite you to let us know if you’ve chosen to include the Lake Wales History Museum in your estate plans. With your permission, we would be honored to recognize your generosity through membership in our Legacy Society, a special group of supporters committed to preserving the history of Lake Wales.
Your willingness to be listed as a Legacy Society member can inspire others to make a similar commitment—another powerful way to support the museum and the community we serve.