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Deferred gift annuity

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Charitable Gift Annuity
(A Benefit of Aging)



How it works

You transfer cash or securities to the Museum.

The Museum pays you, or up to two annuitants you name, fixed income for life.

The principal passes to the Museum when the contract ends.

Benefits

  • You receive an immediate income tax deduction for a portion of your gift.
  • Your annuity payments are guaranteed for life, backed by a reserve and the assets of the Museum.
  • Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
  • You can have the satisfaction of making a significant gift that benefits you now and the Museum later.

For more information

Email us, complete the personal illustration form, or call us at 202-633-2612 so that we can assist you through every step of the process.



Gift Planning Office
Independence Ave. at Sixth Street, SW, P.O. Box 37012
Washington, DC 20013-7012
202-633-2612 | Fax: 202-633-8174
E-mail: legacy@nasm.si.edu

Planned Giving content and Legacy Planner™ copyrighted © 2008 VirtualGiving.