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Donor Stories

Building a Lasting Legacy
Throughout the Crocker's expansion campaign, it has been said "Great Cities Have Great Art Museums." Building that great art museum takes great leaders who possess the vision, determination and action to ensure the goal becomes reality. Read More

Hela Norman Establishes Charitable Remainder Trust
Hela Norman recently established a Charitable Remainder Trust, naming the Crocker Art Museum as the recipient. The proceeds from the trust, which will grow as paintings are sold, will likely one day total between $2,000,000 and $3,000,000. Read More

Planned Gift Reflects Couple's Passion for Works on Paper
Art is a long-time interest of Aj and Susana (Susi) Watson. They have been members of the Crocker Art Museum for more than 20 years, during which time they've made donations to various campaigns. Read More

Family Leaves Legacy Gift
The Crocker Art Museum recently received news that it has been named as the remainder beneficiary of a $1 million charitable remainder trust from the late Mr. and Mrs. Russell Graham of Walnut Grove, California. Read More

The Big Surprise: New Endowment Fund Honors Marcy and Mort Friedman
As a special tribute, the three sons of Marcy and Mort Friedman and their families presented an exceptional gift to their parents in honor of their recent 50th wedding anniversary. Read More

Estelle Saltzman Is Making a Cultural Impact Through Estate Planning
When news of the Crocker's upcoming expansion reached local resident, business owner and Museum Board member Estelle Saltzman, she knew she had to play a role. Read More

A Vision for the Future
In the 1880s, Sacramento residents Edwin B. and Margaret Crocker dreamed of creating an art museum devoted to the people of California. Read More

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to the Crocker Art Museum a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

The official bequest language for Crocker Art Museum is" "I,(name), of (city, state, ZIP), give, devise and bequeath to Crocker Art Museum Association (written amount or percentage of the estate or description of property) for its unrestricted use and purpose."

Tax ID: 94-2552486

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the Crocker Art Museum or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the Crocker Art Museum as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the Crocker Art Museum as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the Crocker Art Museum where you agree to make a gift to the Crocker Art Museum and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.