Planned Giving

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Make a Mark

A charitable gift from your estate enables you to achieve your financial goals and benefit Carnegie in ways that may not be possible through lifetime gifts.

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Continuing Discovery

Join a community of those whose generosity to Carnegie is everlasting. Help us establish something that will shape science for generations to come.

A Scientific Legacy

Like Carnegie’s researchers, you have the ability to make an outsized, sustained impact on discovery science through a planned gift. Whether including Carnegie in your will, making a life income gift, or choosing another option that makes sense for you, you can create a legacy that will shape the scientific research of tomorrow

Giving through your estate plan can generate a charitable estate tax deduction and substantial tax savings. You may direct all or a portion of your estate to Carnegie Science.

If you would like to create a restricted bequest (a bequest allocated to a particular area of Carnegie Science - for example, a specific department), we encourage you to speak with the Development Office so that we can discuss the parameters of your desired gift, and how it matches Carnegie Science's needs. This conversation will also help ensure that your wishes can be fulfilled by Carnegie Science.
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Gifts of Retirement Assets

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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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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Gifts of Life Insurance

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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Donor-Advised Fund

The donor-advised fund (DAF) is becoming an increasingly popular way to make a charitable gift. DAFs can provide you with immediate tax benefits while making your charitable giving easier. To get started, you just need to establish a fund at a sponsoring entity. DAF sponsors are considered charities. A sponsoring entity could be a community foundation, a public charity with a donor-advised fund program, or even one of the well-known investment companies that sponsor donor-advised funds.