Endowment and Planned Giving

The Rockbridge Historical Society invites you to consider investments in our Endowment and Planned Giving opportunities, as a long-term sustainable means for securing our financial strength, and projecting our capacities over time.

1) Endowed Gifts

To discuss the priorities your Endowment Gifts can advance, and procedures to establish them, please Contact Us  through this link, or call 540.464.1058 to arrange a time to speak or meet together.

2) Planned Gifts

Major categories of Planned Gifts include 1) Appreciated Assets, such as Stocks;  2) Charitable Gift Annuities or Trusts; 3) Gifts payable upon the donor’s death, such as a Bequest in a will.  You can also review our Planned Giving  brochure at:

Planned Giving Brochure

In conjunction with our Annual Giving Campaigns, and Endowment Fund, we hope some of the alternatives detailed in the brochure linked here will provide you strategic choices in how you choose to invest your contributions, and your care, in our longstanding mission.

If you are interested in learning more about these sustainable gifts to RHS, please email us at Director@RockbridgeHistory.org or call 540.464.1058

We’d love to speak with you about what makes you passionate about Rockbridge history, its people, its places.  And we will be glad to help you learn about some of the strategies and outcomes, through which you can secure that rich legacy, for others.