Planned Giving

Photo © Ashley Daubenmire

Browse By Gift Plans

• Bequest (PDF)

  Give to the Museum of Science without affecting your cash flow during your lifetime

• Life Insurance (PDF)

  Give a partially paid or paid up life insurance policy and receive gift credit and tax benefits

• Charitable Bargain Sale (PDF)

  This part-gift/part-sale gives you a charitable deduction plus cash to use elsewhere

• Charitable Gift Annuity — Immediate (PDF)

  Receive a fixed payout and significant tax benefits

• Charitable Gift Annuity — Deferred (PDF)

  Recommended for younger donors to build retirement earnings for the future

• Charitable Lead Trust (PDF)

  Discover an innovative way to pass appreciating assets on to family members while making gifts in the interim

• Charitable Remainder Annuity Trust (PDF)

  Make a large gift and create a flexible source of retirement income

• Remainder Unitrust (PDF)

  Make a large gift and create a flexible source of retirement income

• Remainder Pooled Income Fund (PDF)

  Make smaller gifts to a pooled income fund and create a flexible source of new high income

• Retained Life Estate (PDF)

  Receive a large deduction by donating a residence while retaining the right to live there for life

• Testamentary Life Income Gifts (PDF)

  One gift in your estate can benefit both your family and the Museum of Science

• Gifts of Partnership Interests (PDF)

  Transfer interest in a business partnership; learn what the IRS requires and how we review gift offers

• Gifts of Real Estate (PDF)

  Make a substantial gift through a transfer of residential, commercial, or undeveloped real estate

• Gifts of Retirement Plans (PDF)

  Your retirement plan may be worth more as a charitable donation than to your heirs

• Gifts of Appreciated Securities (PDF)

  The IRS allows you one of its most significant tax breaks for gifts of appreciated securities

Browse by Goal

Select your goals from the list below and we'll give you preliminary information on how to proceed.

Maximize your deduction and minimize the gift details

Your Strategy	Your Benefits
Use cash to make your gift to the Museum of Science	Claim your deduction against a larger portion of your adjusted gross income and make an immediate impact on the Museum of Science

Afford a larger gift to the Museum of Science and avoid capital gains liability

Your Strategy	Your Benefits
Give appreciated stock or bonds (PDF) 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

Make a gift for the Museum of Science's future that doesn't affect your cash flow or portfolio now

Your Strategy	Your Benefits
Put a bequest (PDF) 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

Retain income benefits from the assets you give to the Museum of Science, thus affording a larger gift

Your Strategy	Your Benefits
Create a charitable gift annuity (PDF) or a charitable remainder annuity trust (PDF) or charitable remainder unitrust (PDF)	Receive income for your lifetime; receive a charitable deduction; diversify your holdings

Reduce high tax liability now and gain additional income later

Your Strategy	Your Benefits
Establish a deferred gift annuity (PDF)	A larger deduction and a higher income rate than other life-income gifts offer

Tap one of the most valuable assets in your portfolio to make a gift to the Museum of Science

Your Strategy	Your Benefits
Use real estate (PDF) to make your gift to the Museum of Science; in some cases, you can continue to reside (PDF) in the home after making the gift	Avoid capital gains tax, receive an income tax deduction — and have the option of a gift that doesn't affect your lifestyle

Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren

Your Strategy	Your Benefits
Create a charitable lead trust (PDF) that supports programs at the Museum of Science 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

Avoid capital gains liability on the transfer of a business or partnership interest

Your Strategy	Your Benefits
Contribute the partnership interest (PDF) or closely-held stock to the Museum of Science	Avoid capital gain liability, receive an income tax deduction, and utilize a gift asset you may have overlooked

Locate an overlooked asset that you can easily give to the Museum of Science

Your Strategy	Your Benefits
Name the Museum of Science as beneficiary of your retirement plan (PDF); leave other assets to family	Eliminate income tax on retirement plan assets; free up other property to pass to your heirs

Make an endowment gift from income rather than capital

Your Strategy	Your Benefits
Create a new life insurance (PDF) policy or donate a paid-up policy (PDF) whose coverage you no longer need	Increase your ability to make a significant gift to the Museum of Science

Copyright © Andy Brilliant