The Bertha Palmer Heritage Society

at Historic Spanish Point/Gulf Coast Heritage Association, Inc.

What better way to leave behind a legacy than to become a member of the Bertha Palmer Heritage Society? Gifts could include a bequest, a life insurance policy, real estate, annuities, securities, and/or trusts. You may designate all or a percentage of any financial instrument. We encourage you to consult with your professional adviser(s) to decide how to best accomplish your goals. Gifts to Historic Spanish Point should designate the recipient as Gulf Coast Heritage Association, Inc.

To become a member of the Bertha Palmer Heritage Society, simply complete our member profile form to inform us of your intent.

Society Benefits

Your membership in the Society involves no annual dues or obligations other than those stated in your member profile form. By submitting your information, it allows us to recognize your spirit of philanthropy which may inspire others to be generous as well. If you wish to remain anonymous, we are happy to honor your request.

In recognition and acknowledgment of your gift for the betterment of this significant and well-respected organization, an annual celebration will be held on Mrs. Palmer’s birthday, May 22, for Society members. The festivities will include a special speaker who will commemorate Mrs. Palmer’s accomplishments and enlighten attendees about the ongoing development and improvements of Historic Spanish Point. Other benefits include a subscription to our monthly newsletter and invitations to other special events and programs.

 

A Philanthropic Legacy

By joining this Society, you help us educate children and the general public about the 5,000 years of history for which Historic Spanish Point is nationally and internationally known. Bertha Palmer’s influence on Historic Spanish Point and throughout Sarasota County was extraordinary. By making the decision to help us preserve, curate, and protect this national landmark for generations to come, you become a key partner in Mrs. Palmer’s legacy. 

The significance and importance of your gift is invaluable to the long-term growth and stability of Historic Spanish Point. Thank you in advance for your thoughtfulness and generosity.

Join the Bertha Palmer Heritage Society

Disclaimer

The information presented on this website about Planned Giving is not offered as legal or tax advice. The purpose of the information provided on this website is to provide general gift, estate, and financial planning. It is not to provide expert legal or tax advice. Federal and state laws govern wills, trusts, and charitable gifts made in a contractual agreement and those laws may be revised periodically. It is highly recommended that advice from legal counsel be sought when considering these types of gifts.

Neither the author, the publisher, or Gulf Coast Heritage Association/Historic Spanish Point is engaged in any legal or tax advisory service. For advice or assistance in making a designation or determining how a designated gift fits into your overall circumstances and planning, it is recommended that the services of an attorney or other professional advisor be obtained.

Gulf Coast Heritage Association/Historic Spanish Point does not collect or store any sensitive information through this website. No information provided through this planned giving process is shared with third parties and it is kept confidential. When sending an e-mail to staff at Gulf Coast Heritage Association/Historic Spanish Point, remember that like any other e-mail it is not secure, and therefore one should refrain from sending sensitive data such as social security numbers, credit card numbers, bank routing numbers, and other sensitive information.