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A Gift in Honor of His Beloved Morgina

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Morgina and Bill Eagleton

What you leave behind is not what is engraved in stone monuments, but what is woven into the lives of others. –Pericles

Morgina Eagleton was among The Huntington's treasures. She became a volunteer in 1995 and soon after joined the staff, ultimately serving as planned giving coordinator from 2003 until she passed away unexpectedly in August.

"The Huntington was a perfect place for Morgina," says her husband of 24 years, Bill Eagleton, who recently made a generous gift to The Huntington in her memory.

The Huntington's gardens, galleries, and library collections—ranging from Shakespeare folios to the papers of "the Bard of LA," Al Martinez, whose Los Angeles Times columns Morgina read in high school—were her source of inspiration and intellectual nourishment.

A Dedicated Friend
Morgina also loved working with the remarkable people that The Huntington attracts. She developed lasting friendships with colleagues and close relationships with donors, volunteers, and scholars. As planned giving coordinator, she sensitively assisted individuals making memorial gifts, helped others making honorary contributions, and she especially enjoyed organizing events for the Arabella and Henry Huntington Heritage Society.

The Heritage Society is composed of individuals who have included The Huntington in their estate plans. Morgina saw firsthand the impact of their philanthropy: strengthening education programs; providing acquisition, conservation, and exhibition support for the collections; and building endowment funds for the gardens.

Morgina cherished every facet of The Huntington. Bill's memorial gift for Morgina, made through a charitable gift annuity, provides critically important unrestricted general operating support. It also offers Bill dependable payments for life.

To honor her further, The Huntington has established a new staff award that will serve as a lasting tribute to her memory. "The Morgina" will be an annual award intended to keep her wonderful spirit alive by recognizing Huntington staff members who exhibit her wonderful traits.

"Morgina personified The Huntington's spirit of philanthropy, beauty, and substance," says Steve Koblik, president of The Huntington. "We are humbled and extraordinarily grateful to Bill for his gift and commitment to this institution, which Morgina loved so much."

To learn more about how you can make a gift in honor of a loved one, please contact Cris Lutz at 626.405.2212 or clutz@huntington.org.

eBrochure Request Form

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A charitable bequest is one or two sentences in your will or living trust that leave to The Huntington a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to The Huntington or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to The Huntington as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to The Huntington as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and The Huntington where you agree to make a gift to The Huntington and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

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