Planned Giving & Heritage Circle

The PMCA relies on gifts from individuals and foundations to present the breadth of California art and design through exciting exhibitions and educational programs. Make a lasting investment in the PMCA with a Heritage Circle donation. No matter the size, your planned gift will help sustain the Museum’s exceptional artistic programming and reinforce its role as a leading voice devoted to California art.

By remembering the PMCA in your estate plans, you are leaving a legacy at the Museum, ensuring its future for generations to come. 

Planned gifts can also provide other benefits to you, allowing you to:
Make a more significant gift to the Museum than you thought possible
Reduce estate or capital gains taxes
Receive a current income tax deduction
Enjoy a life income stream
Become a PMCA Heritage Circle member

There are a number of options for planned gifts, including:
Bequests — Make a planned gift to the PMCA in your will. It can be a specific cash amount or a percentage of your estate, or what remains after other bequests are satisfied, such as those to family members.
Life Insurance — Name the PMCA as the irrevocable owner and beneficiary of the policy.  You may give all or a percentage of a policy to the PMCA.
Retirement Funds — Name the PMCA as the full or partial beneficiary of your retirement funds if you no longer depend on the funds for your financial security.
Life Income Gifts — Leave a gift in the care of the PMCA while earning income for yourself during your lifetime. The two most popular life income gifts are charitable gift annuities and charitable remainder trusts.

The Heritage Circle recognizes and honors those who have thoughtfully provided for the PMCA through their planned gifts. There are no fees or dues associated with membership in the Heritage Circle. It is our way of thanking you for leaving a legacy at the PMCA.

Members of the Heritage Circle enjoy:
Invitations to the PMCA’s annual recognition event
Invitations to special exhibition openings and events
Recognition on the PMCA’s website and other publications

If you would like to contribute to the PMCA through a planned gift, please contact:
Sarah Mitchell, Development Manager
(626) 568-3665 x18; smitchell[at]pmcaonline[dot]org
Or complete and return the Heritage Circle Inquiry Form. We would be pleased to meet with you to answer your questions. All discussions are confidential.

If you have already included the PMCA in your estate plans, please contact:
Sarah Mitchell, Development Manager
(626) 568-3665 x18; smitchell[at]pmcaonline[dot]org
Or complete and return the Heritage Circle Gift Notification Form. We would like to acknowledge your generous contribution and thank you.

Before making a gift to the PMCA, please consult with your financial, tax, and legal advisors for an analysis of your individual situation to decide what might work best for you and your philanthropic objectives.