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Smithsonian Institution Planned Giving
This website provides helpful information for making gifts that advance the Smithsonian's important mission while also providing significant financial benefits to you.
Many friends of the Smithsonian choose to follow in the footsteps of James Smithson, whose bequest to America founded the Smithsonian in 1846. Bequests continue to be one of the most popular planned giving options. Also, a growing number of donors now benefit from gift annuities and charitable remainder trusts, which provide lifetime incomes and the opportunity to leave a significant legacy to America. These and other planned gifts help you combine philanthropy with effective financial and estate planning. Individuals who make planned gifts will be recognized in the Smithsonian Legacy Society.
Thank you for taking the time to explore the benefits of planning giving with the Smithsonian Institution. Your planned gift helps ensure that the Smithsonian will continue to achieve excellence while remaining free and open to all. Contact Us.
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Benefits for Your Family and the Smithsonian
There are several types of plans that will benefit you, your family, and the Smithsonian through increased income and generous tax savings. To meet our donors and learn their stories, just click on their pictures. (Note: These donor stories are for illustrative purposes. Each story is based on an actual gift case or a combination of cases. The pictures and names may be representative of the actual donors who were involved in either the cases or a combination of cases.)
 | Bequests
Joe and Anna have been faithful supporters of the Smithsonian. They believe it is important to support and encourage our mission. More on Bequests >>. |
 | Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>. |
Alice Grindstaff
Planned Giving Officer |
Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us, or call us at 888-419-7584 at your convenience. |
| Staff photo by Andrea Scharnau |
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please click here.
If you are a professional advisor, you may take the following steps on this site.
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