Planned Giving
Ensure that your passion for the Museum of Nebraska Art lasts beyond your lifetime.
The MONA Legacy Circle was created to acknowledge and honor friends who have included MONA in their estate plans.
Becoming a MONA Legacy Circle member is a meaningful way to demonstrate your support of the arts and create a legacy for future generations to enjoy.
Planned gifts can be made in various ways, including beneficiary designations for retirement plans, life insurance, savings accounts, and investment accounts.
Your Gift Matters
MONA has received gifts in the form of legacies that have come from donors of varying means. Regardless of the level of support, bequests, and other planned gifts are vital to ensuring MONA’s longevity.
In addition to tax benefits, the MONA Legacy Circle offers the following:
• Recognition on MONA’s website.
• Recognition in newsletters and other publications.
• Invitations to special events.
“We want our legacy to reflect our passion for the arts and our love of Nebraska. Including MONA in our estate plan was one of the easiest decisions we’ve made.”
– Bruce Frasier & Richard Nielsen
The basic information you need to include MONA as a beneficiary of retirement plans, life insurance, or bank and investment accounts is:
Museum of Nebraska Art | 2401 Central Avenue | Kearney, NE 68847
Tax identification number: 47-0608588
Contact MONA’s Development Office to create your legacy with MONA.
Beth Quinn – Development Manager
klippinge@unk.edu | 308-865-8968
Build Your Estate Planning Team
A well-written estate plan allows you to protect the people and causes you care about most. But how do you begin the process?
Below are key advisers you may want to consider.
| ROLE | STAGE YOU MAY NEED THEM |
| An estate planning attorney works with you to establish a plan for your estate. | When you want to establish (or update) a legally valid plan to protect you, your assets, and your loved ones. |
| A certified financial planner advises on a wide variety of topics including retirement, education, investment, tax, and charitable planning. | When you want comprehensive financial planning services. |
| A trust officer is responsible for administering any trusts. | When you include a trust in your estate plan. |
| A certified public accountant (CPA) helps you navigate your taxes. | When you want help filing your taxes or creating a plan to minimize taxes. |
| A charitable gift planner helps you realize your legacy at a specific nonprofit. Gifts to organizations such as MONA may provide you financial benefits in addition to the satisfaction that comes from helping perpetuate the art of Nebraska beyond your lifetime. | When you’d like to benefit the causes you care about either during or after your lifetime. |