
Planned Giving
Your Goals | Your Strategy | Your Benefits |
Make a gift for the Museum's future that costs you nothing now. | Include a bequest for us in your will (cash, specific property, or a share of the estate residue). | Today — a painless way to build our financial strength. Tomorrow — resources that we will put to use. |
Get benefits back from the assets you give to the Museum — and thus afford a larger gift. | Create a life-income plan like a charitable gift annuity. Create a life income plan like a charitable remainder unitrust. | Receive income for your lifetime, receive a charitable deduction, and diversify your holdings. |
Reduce high tax liability now; gain additional income later. | Establish a deferred gift annuity. | A larger deduction and a higher income rate than our other life-income gifts offer. |
Leave more of your estate to your heirs. | Name the Museum as beneficiary of your retirement plan, leave less-taxed assets to family. | Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs. |
Avoid capital gains liability and take an income tax deduction. | Use appreciated securities, instead of cash, to make your gift. | Buy low and give high — while avoiding capital gains tax. |
Create a long-term gift that won't draw funds from your estate. | Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need. | Increase your ability to make a significant gift to the Museum. |
Reduce gift and estate taxes and leave more of your assets to your heirs. | Create a charitable lead trust to pay income to the Museum for a fixed time, then pay the remainder to your heirs. | Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family. |
Tap one of the most valuable assets in your portfolio to make a gift to the Museum. | Use real estate to make your gift to the Museum. | Avoid capital gains tax, receive an income tax deduction — and have the option of a gift that doesn't affect your lifestyle. |
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