planned giving

A planned gift helps secure Morven’s long-term future by providing lasting support for the preservation of its historic buildings, gardens, and educational programs. It reflects a deep alignment with our mission to honor the past, engage the present, and inspire future generations.

Join Morven’s Legacy Society

 The Legacy Society is a prestigious group of individuals who have helped fuel and protect this beloved institution through estate or planned gifts, ensuring a dynamic future for Morven Museum & Garden and a continuation of our efforts to share New Jersey history with visitors. Be a beacon to the future and ensure Morven’s vibrancy for generations to come by joining the Legacy Society.

Image credit: Helen Hamilton Stockton (the original Keeper of the Flame) and her dog, Viking, 1908. Courtesy of the Stockton Family Historical Trust.

How to give a planned gift

Bequests

You designate Morven as the beneficiary of your asset by will, trust, or beneficiary designation form. 

IRA Charitable Rollover

Gifts directly from your IRA can support Morven, and may have significant tax benefits depending on current legislation. 

Charitable Remainder Unitrust and Charitable Remainder Annuity Trust

You transfer your cash or appreciated property to fund a charitable remainder unitrust or annuity trust. The trust sells your property tax free and provides you with income for life or a term of years. 

Charitable Lead Trust

You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.

SUBMIT AN INQUIRY

Please note: Making an estate gift requires careful planning and thoughtful consideration; therefore, we advise donors to consult with their financial advisors as they explore these options.

Contact Us

Have a question?

Contact Morven's Chief Development Officer, Megan Shackney, for more information about planned giving.
Phone:  609-924-8144, ext. 101

Email:  mshackney@morven.org