Making a gift through your estateThe Trione Legacy Circle: Ensuring the Museum’s Financial Stability
In 2013, the Museum received a six-figure gift from Henry and Eileen Trione, who had established a Charitable Remainder Trust in 1998. The only stipulation was that the Museum’s Board of Directors decide how best to use the funds in support of the Museum.
The Triones have supported the Museum from the very beginning with a founding donation to help move the historic Post Office building to its current location on Seventh Street. Since then, they have contributed to the Museum supporting ongoing operations through regular gifts to the Annual Fund campaigns. Their recent gift reflects astute financial planning for the Museum and several other non-profit organizations in Sonoma County.
The Sonoma County Museum has established the Trione Legacy Circle to recognize Museum supporters who create planned gifts or estate gifts. These gifts usually are six to eight-figures in size and can be directed toward the Museum’s endowments, expansion funds, or general operating support.
When you make a legacy gift to the Museum, you ensure the Museum’s future. Henry Trione’s generous and longstanding support of Sonoma County Museum has inspired us to name the Trione Legacy Circle, honoring those members of our community who have let us know that we are included in their estate plans. As Henry says, "There’s no luggage rack on the hearse."
We invite you to join him. Members of the Trione Legacy Circle receive special recognition and benefits and know that they are making a difference and setting a meaningful example. We welcome bequests of cash or other assets, trusts, life insurance policies, or retirement plans and are pleased to talk with you and your financial advisors. If you are interested in supporting the Museum through a planned gift and being a member of the Trione Legacy Circle, please contact Alison Upham at 707-579-1500 x 104, firstname.lastname@example.org. Thank you.