| Bequest |
Gift made by including the Carnegie Institution in your will |
Defer gift until after your lifetime; exempt from estate taxes |
| Charitable Remainder Trust |
Trust that provides income for life to donor or designee, with the remainder to the Carnegie Institution |
Immediate income tax deduction; no capital gains tax liability; possible estate tax savings |
| Charitable Lead Trust |
Trust that removes assets from your estate and transfers them to beneficiaries at the end of the trust term; Carnegie Institution receives annual distribution from trust |
Income tax deduction for annual payments to the Carnegie Institution; reduction in taxable estate |
| Gift of Retirement Assets |
Gift made by naming Carnegie Institution as a beneficiary of your retirement plan after your lifetime |
Avoids income tax on your retirement plan, which tends to be more heavily taxed than other assets |
| Gift of Life Insurance |
Gift made by designating the Carnegie Institution as a beneficiary of a life insurance policy |
Allows for substantial gift to the Carnegie Institution without a large cash outlay |
