Planned Giving

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A Scientific Legacy

You can create a legacy that will shape scientific research far into the future. A planned gift to Carnegie Science is an investment in the next generation of curious minds and big ideas. You can help fundamentally change how we understand biology, our planet, and the universe. If you have already included Carnegie in your estate plans, or would like to discuss doing so, please let us know. We would love to hear from you.

James Morse

Get in Touch

To learn more, please email James Morse, who would be happy to have a confidential conversation and answer any questions.

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Will or Trust

  • Designate an asset, amount, or percentage of your estate to Carnegie Science. This can be done with a simple sentence or two in your will or trust.
  • Sample language to include Carnegie Science in your will:
    • "I bequeath to Carnegie Science (Tax Identification 53-0196523) the sum of $X or X% of my estate."
  • If you need to create a will, we are pleased to help. Please contact James Morse at giving@carnegiescience.edu or use the link below:
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Gifts of Retirement Assets

Making Carnegie Science a beneficiary of your retirement account(s) is another easy and tax-wise way to remember us in your estate plans. This can usually be done online or by submitting a form to your account manager. As a 501(c)(3), Carnegie Science will not pay taxes on the distribution, so this strategy can help minimize income taxes on your estate.

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Donor-Advised Fund

Talk to your financial institution to set one up. What's the advantage of one?

  • A donor-advised fund (DAF) is a charitable giving account that lets donors make a tax-deductible contribution now, invest the funds for potential growth, and recommend grants to nonprofits over time.
     
  • Did you know? You can use your DAF to designate a planned gift.
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Gifts of Life Insurance

You may also designate Carnegie Science as the beneficiary of an existing or new life insurance policy. This kind of gift will allow you to make a significant contribution to Carnegie Science without a large cash outlay.

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Charitable Gift Annuity

Charitable Gift Annuities (CGA) provide a dual benefit—a steady income for you and support for Carnegie Science. A CGA is a contract with Carnegie Science in which you make an irrevocable gift of cash or stock in exchange for a fixed income for life. A CGA is relatively simple to create and we would be happy to work with you to put one in place.

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Charitable Remainder Trusts

A charitable remainder trust provides you and/or another beneficiary with income for life or for a specified period of time. Thereafter the trust distributes the remaining assets to the Carnegie Institution. A trust of this kind can be tailored to meet your individual needs.

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Charitable Lead Trusts

A charitable lead trust provides a stream of income to the Carnegie Institution for a pre-determined period and thereafter distributes the remaining assets to family members or other heirs that you have named.

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Important Legal Details

Helpful Information & Downloads