Goals and Benefits
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Maximize your deduction; minimize the gift details |
Use cash to make your gift to the Museum |
Claim your deduction against a larger portion of your adjusted gross income and make an immediate impact on the Museum |
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Afford a larger gift to the Museum and avoid capital gains liability |
Give appreciated stock or bonds held over one year |
Buy low and give high make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax |
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Make a gift for the Museum 's future that doesn't affect your cash flow or portfolio now |
Put a bequest in your will (cash, specific property, or a share of the estate residue) |
Today a gift that costs you and your family nothing. Tomorrow an estate tax deduction |
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Retain income benefits from the assets you give to the Museum thus afford a larger gift |
Create a charitable gift annuity or a charitable remainder annuity trust or unitrust
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Receive income for your lifetime; receive a charitable deduction; diversify your holdings |
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Reduce high tax liability now; gain additional income later |
Establish a deferred gift annuity |
A larger deduction and a higher income rate than other life-income gifts offer |
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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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Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren |
Create a charitable lead trust which supports programs at the Museum for a fixed, finite period with the principal going to your heirs. |
Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family |
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Avoid capital gains liability on the transfer of a business or partnership interest |
Contribute the partnership interest or closely-held stock to the Museum |
Avoid capital gain liability, receive an income tax deduction, and utilize a gift asset you may have overlooked |
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Locate an overlooked asset that you can easily give to the Museum |
Name the Museum as beneficiary of your retirement plan; leave other assets to family |
Eliminate income tax on retirement plan assets; free up other property to pass to your heirs |
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Make an endowment gift from income rather than capital |
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 |
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.
