LEGACY GIVING
Leave a Legacy That
Lives on the Island.
Your story belongs here—forever.
When you make a planned gift to the Balboa Island Museum, you're preserving the charm, culture, and coastal spirit of Newport Beach for generations to come. Whether through your will, trust, insurance, or retirement plan, your legacy becomes part of the island’s living history.
As a 501(c)(3) nonprofit organization, all planned gifts are fully tax-deductible and can provide significant estate and income tax benefits.
Join Our Legacy Circle
Planned giving donors are welcomed into The Legacy Circle—a cherished group of supporters who believe in preserving the past and shaping the future.
Legacy Circle members enjoy:
• Personal recognition
• Invitations to exclusive museum events
• Behind-the-scenes insights into upcoming projects
• A permanent tribute on our Legacy Donor Wall
Ways to Leave a Legacy:
Bequests
The simplest, most flexible way to make a lasting gift.
Include the Museum in your will or trust as a dollar amount, percentage, or asset (cash, real estate, artwork, etc.).
Life Insurance
Name the Museum as a beneficiary of a new or existing policy—a powerful gift that doesn’t affect your current financial situation.
Retirement & Pension Accounts
Designate the Museum as a beneficiary of your IRA, 401(k), or pension plan. This is a tax-wise way to make an impactful gift using pre-tax assets.
Charitable Trusts
Set up a charitable remainder or lead trust to benefit both the Museum and your loved ones—preserving assets while maximizing tax savings.
Let's Talk Legacy
Every legacy is unique. We're here to help you explore options that align with your values, goals, and vision for the island's future.