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California Legacy Circle

We invite you to make your legacy California’s legacy. Planned gifts–through a bequest, charitable trust, or other estate-giving vehicle–will ensure that your passion for California history will continue to be expressed long into the future. We are pleased to provide some information below to assist you in achieving your personal and financial goals. Please contact us with any questions.

Contact Information

California Legacy Circle
Email: legacy@calhist.org
Phone: 415.357.1848 x 209

Contact us by mail at:

Planned Giving
California Historical Society
678 Mission St
San Francisco, CA 94105

Tax ID: 94-0385620

Bequests

One of the most common ways that donors support CHS is through a charitable bequest. A bequest remains entirely under your control throughout your lifetime and becomes irrevocable only at death. There are several ways to establish a bequest, and it is not necessary to rewrite your current will or trust. Work with your attorney or financial planner to add an amendment, called a codicil, using language such as:

I give and bequeath to the California Historical Society (Tax ID 94-0385620), located in San Francisco, California, the sum of _____ ($_____), or _____ percent (_____%) of my estate, or (description of property) to be used for the benefit of its general purposes (or describe the CHS program you wish to support).

Estate Planning

We would be pleased to work with you as your create or revise your estate plans. Regardless of the size of your estate, your gift will help preserve California’s rich and diverse histories for future generations.

Gifts to the Collection

Personal papers, fine art, photographs, ephemera and artifacts are tangible personal property that may be donated to CHS. CHS’s archival and curatorial teams, and the board of trustees, carefully consider such gifts before they are accepted. For more information about donating to the collection, please click here.

Legacy Society

If you have already included the California Historical Society in your estate, please contact us and receive membership in the California Legacy Circle. Please download and complete the California Legacy Circle form (or complete it on-line) to share information about your gift.

Members:

  • Robert G. Adams, Orinda
  • North Baker, Tiburon
  • Paul E. Duchscherer, San Francisco
  • Elise Eilers Elliot, Marin County
  • Muriel T. French, San Francisco
  • Barbara B. Grant, Los Angeles
  • J. Lowell Groves, San Francisco
  • Erica Goode, Richmond
  • Lawrence W. Harris, Jr., Carmel
  • Louis H. Heilbron, San Francisco
  • Barbara Donohoe Jostes, San Francisco
  • Martha Faull Lane, San Francisco
  • Arthur Mejia, San Francisco
  • Constance Crowley Peabody, San Francisco
  • Mary K. Ryan, San Francisco
  • Kathy Steadman, Sebastapol
  • Henry and Gloria Wachs, Mill Valley