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Palm Springs Art Museum
Palm Desert
Edwards Harris Center

Legacy Circle

Legacy Circle members are farsighted and generous individuals and couples who include the museum in their wills, living trusts, or other estate plans. Although the museum has been the beneficiary of legacy gifts for many decades, our Legacy Circle was formally established more recently to recognize anyone who's thoughtful planning is helping to ensure our future. Joining this prestigious group is simple. Just let us know about any gift to the museum you are including in your estate plans. Contact Kerry Bresnahan, Major & Planned Gifts Officer for information about the simple documentation of planned gifts we request and to receive invitations to join us for annual Legacy Circle events.

Legacy Day3
Shellie Reade and Executive Vice Chair Harold Matzner were among the guests at Legacy Day 2011. Mr. Matzner addressed the Circle in tribute to the honorees, Dorothy and Harold J. Meyerman.

Legacy Day
Legacy Day 2011: Trustee Faye Sarkowsky, Sponors Amy Jo and John Gottfurcht, Honorees Dorothy and Harold J. Meyerman, and Trustees Barbara Keller and Harold Matzner.

sarkowskys
Faye and Herman Sarkowsky were honored at Legacy Day 2012.



Current members of our Legacy Circle are:

Judy & Fred Abramson
Jan & Anthony Albrecht
Joy Anderson
Lee Appel
Robert E. Armstrong
Katherine Bard
Betty Bass
Dr. Lowell John Bean
Becky & Jack* Benaroya
Barbara J. Bentley
Lynn & Earl Bergersen
Harold Bishop
William F. Bowld, Jr.
Dick Burkett & Russ Uthe
Fred Burres & Andy Chikos
Ronald & Sydney Bushman
Jean C. Carrus
Gloria & Vernon* Clinton
Carol A. Frankel Cohen
Frances & Samuel* Cohn
David Cole* & David Shafer
Evan Davies & Mildred Branch*
Alaina & David DeMartini
Conrad J. Doerr & Howard Kunkle*
James Duggins
Joy D. Eicher
Louise Esccoe
Charlotte & Robert Fauth, II
John H. Fleming
Georgia & Jerry Fogelson
Grace Fowler & Lorein Eyerly
Alan Freitag, M.D.
Elva J. French-Casey
Joyce & Henry Freund
Charles Fuller
Helene & Lou* Galen
Shirley Gary
Angie & Harvey Gerber
Marion F. Goldin
Dorothy Goldstein
Rosalind & Stanley Hack
Margot & Jerome Halperin
Noel & Lloyd Hanford
Jean Ann Hirschi
Barbara & H. Earl Hoover II
Jackie Lee* & Jim Houston
Jamie Kabler
Stuart Kane
Barbara & Jeff Kaplan
David Kaplan & Glenn Ostergaard
Myrna W. Kaplan & Albert G. Aaron*
Ida Kofsky
Lillian & Jerome Lapidus
Michael Lewis
Rhea & Melvin Lippman
Loren G. Lipson, M.D.
Marilyn & Alan Loesberg
Janice Lyle
Donna & Cargill* MacMillan, Jr.
Mark H. Manocchio
Catherine Meier
Dorothy C. & Harold J. Meyerman
Thomas Minder
Elaine & Jerry Morgan
Joan H. Moore
Ann M. Morrison & Steven J. Pitchersky
Muriel M. & Bernard* J. Myerson
Carol & Steve Nash
Berty Nebenzahl
Lura Gard Newhouse
Patricia Murphy Newman
Adele Norton
Joe Novak
John L. Nyberg
Susan & Michael Oster
Cydney & William Osterman
Robert Page & Richard French*
Bonnie D. Pauker
Barbara Platt
Gloria S. Price
Richard Proctor & Ronald Childers
Mary Louise Rasmuson*
Janice Davis Robson
Gil Rose & Stan Russell
Nancy & Ralph Rose
Sue & Tony Rose
Gloria Rosen
Richard Royse & Rocky Blumhagen
Gladys & Sam* Rubinstein
Faye & Herman Sarkowsky
Joyce R. Saxon
Arlene & Harold* Schnitzer
Mary L. Silver
Lillian* & Gerald* Singer
Ellynn Smith & Daniel Hogan
Michael V. Smith
Robert J. Smith & Frank G. Pullara
Ruth Sonderling
John K. Speicher
Suzanne Mayer Stein
Linda & Robert Teal
Marilyn & Bruce* Throckmorton
Russ Turner & Philip Griesbaum
Shirley Barasch Varon
Mitzi Webber
Dorothy L. Weber
Gwendolyn Weiner
Ann Weisman & Robert Szurgot
Carolyn Whittington
Bob Williams
Marguerite & David Wilson
Bette & John Yee
Lynn & Robert Zimmer


Honorary Legacy Circle members are those who's gifts have benefitted the museum in past bequests and other gifts we have received after their lifetimes:

Janet & James Anathan
Edward F. Anixter
Robert Arneson
Anne Howard Bailey
Coeta & Donald Barker
Elaine Bscheider
Anne M. Batte
Lionel R. Bauman
Gladys K. Bender
Dorothy E. Benedict
Donald W. Bennett
Paul L. Berlin
Helene E. Berman
C. Keith Birkenfeld
Harold Broderick
Isabel White Chase
Stephen B. Chase
Vernon B. Clinton
Stanley H. Curtis
Frank D'Amico
Marjory Adams Darling
Velma Wayne Dawson
Edward Den Lau
Boris Deutsch
Sigmund E. Edelstone
Marjorie & William Edris
C. Fredrick Faude
Mary G. & Robert H. Flint
Albert Frey
Genevieve U. Gilmore
Dr. & Mrs. George Glancz
Joanne P. Glazer
Frances Gluskin
Mary Rose Goldstein
Gloria & Josef Gorelik
Katherine Haley
Barbara Heit
James E. Herbert
Doris Hoffman
William Holden
Mary Kennedy
Eugene V. Klein
Leslie Kleyman
Peter Krasnow
Ruth & Emil D. Laufer
Charles LeMaire
Dennis Leon
Dr. Alan & Fannie Leslie
Grace S. & Winfield H. Line
Margaret & Michael McCarthy
Jeannette C. & Frederick (Lash) McIntyre
Austin & Pearl McCallum McManus
Fowler McCormick
Gerald A. Maloof
Corinne F. & Alexander Marcuse
Doris & Walter N. Marks, Sr.
Luella & Samuel Maslon
Carol G. Meier
Marjorie S. & Loring Merwin
John Miller
Sidonia & Robert Milano
George Montgomery
Marian Montgomery
Edith & George Nadler
Helen Nelson
Seymour Oppenheimer
Selma & Carl Pearl
Frances F. Pelham
Paula & Fred D. Penney
"Mike"* & Robert Pollock
Kathryn B. Pollak
Katherine E. Powell
Tally Richards
Albert  A. & Anita Robin
Irma & Irvine Robbins
Charles Rolle, M.D.
Stanley & Hermine Rosin
Miriam T. Rudolph
Sarajean & David Ruttenberg
Stanley Alan Sackley
Neal Schenet
Robert B. Scholfield
Gerald Singer
Hortense G. Stone Singer
Melvin V. Snoddy
Mrs. Irving Snyder
Moses Soyer
Lois & J. Ralph Stone
John L. Strauss
Rose Helen K. Stuhlman
Herbert E. Toor
Ruth & Crescent J. Venuto
Kathleen S. & Ralph Waycott
A.S. Weiner
Marcia S. Weisman
Cornelia B. White
Beatrice E. Willard
Mary Margaret Williams
Dr. Arthur Albert Woodward

ANNUAL LEGACY CIRCLE EVENTS

Each year we celebrate the contributions of our Legacy Circle members at a special brunch and at an interesting lecture followed by a reception.

 

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Museum hours:

Palm Springs Art Museum:
Closed Monday
Tuesday, Wednesday, Friday, Saturday, and Sunday
10 a.m. – 5 p.m.
Thursday / 12 p.m. - 8 p.m.
Annenberg box office open Wednesday – Friday
10 a.m. – 4 p.m.

(760) 322-4800

Palm Desert:
Closed Monday
Tuesday, Wednesday, and Thursday / 10 a.m. - 5 p.m.
Friday / 12 p.m. - 8 p.m.
Saturday-Sunday / 10 a.m. - 5 p.m.

(760) 346-5600

Architecture and Design Center:
Closed Monday and Tuesday
Wednesday, Friday, Saturday, and Sunday / 10 a.m. - 5 p.m.
Thursday / 12 p.m. - 8 p.m.

(760) 423-5260

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A charitable bequest is one or two sentences in your will or living trust that leave to Palm Springs 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

"I, [name], of [city, state ZIP], give, devise and bequeath to Palm Springs Art Museum [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

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 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 gift 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 receive an immediate federal income tax charitable deduction. 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 museum as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. 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 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 museum where you agree to make a gift to the 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.