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Deferred Gift Annuity
(Future Planning for Everyone’s Benefit)
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How it works
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You transfer cash, securities or other property to the Museum. |
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Beginning on a specified date in the future, the Museum begins to pay you, or up to two annuitants you name, fixed annuity payments for life. |
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The principal passes to the Museum when the contract ends. |
Benefits
- You receive an immediate income tax deduction for a portion of your gift.
- You can postpone your annuity payments until you need them, such as when you reach retirement or when a grandchild begins his or her college education.
- The longer you defer your payments, the higher the effective rate you will receive. In the meantime, the principal grows tax-free.
- You can have the satisfaction of making a significant gift now that benefits both you 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.

