A bequest is the simplest and most common way to establish a planned gift with the Carnegie Institution.  This type of gift can be tailored to meet your individual needs.

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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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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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Assets from an employer’s pension or profit-sharing plan, or from other retirement plans such as an IRA or a Keogh plan, offer another option for remembering the Carnegie Institution in your estate plans.

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

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To understand the differences and benefits of these planned giving options, see this comparison chart.

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