Planned Giving

Leaving a Legacy to the Carnegie Institution

We invite you to consider including the Carnegie Institution in your estate plan through a planned gift.

Our planned giving program offers you the opportunity to combine your charitable interest in the institution with estate planning options that often feature favorable tax treatment.

One category of planned gifts includes giving arrangements that reduce the donor’s taxable estate but do not require any immediate expenditure.

Among these arrangements are bequest intentions in a will or a living trust and making the institution a beneficiary of a life insurance policy or a retirement fund account.

A second category includes charitable remainder trusts which give the donor or donors an immediate income tax deduction as well as a lifetime stream of income at attractive rates.

All types of planned giving arrangements give you the opportunity to establish a permanent legacy at the Carnegie Institution in your own name or in the name of a loved one.

To learn more about how you can help ensure a vital future for the Carnegie Institution while also planning thoughtfully for your own future, please contact Irene Stirling at 202 939 1122. All inquiries will be held in confidence.

Individuals who make planned gifts or who inform the advancement office that they have done so become members of Carnegie’s The Second Century Society.