Planned Giving

Invest in the Museum's Future

Planned gifts are central to the success of The Campaign for the Museum of Science and help to secure a strong future for the Museum. By planning your gift to the Museum, you can make a meaningful contribution to the Campaign while also strategically meeting your financial goals.

Immediate and deferred tax advantages as well as an increased income and effective rate of return are just a few of the ways you may benefit from a planned gift. As the Museum rises to meet the goals and objectives of the Campaign, your gift will create an enduring legacy of support that will help fuel discovery and innovation.

Photo © Ashley Daubenmire

Learn More

We will honor your confidentiality in all matters. To begin considering and creating a legacy for the Museum that meets your family's financial objectives, please contact either:

Jim Kraus 617-589-0181 jkraus@mos.org Jim McDonald 617-589-4482 jmcdonald@mos.org

Browse by Plan or by Goal

Browse By Gift Plans

Browse by Goal

Select your goals from the list below and we'll give you preliminary information on how to proceed.

Maximize your deduction and minimize the gift details

Your Strategy Your Benefits
Use cash to make your gift to the Museum of Science Claim your deduction against a larger portion of your adjusted gross income and make an immediate impact on the Museum of Science

Afford a larger gift to the Museum of Science and avoid capital gains liability

Your Strategy Your Benefits
Give appreciated stock or bonds (PDF) held over one year Buy low and give high — make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax

Make a gift for the Museum of Science's future that doesn't affect your cash flow or portfolio now

Your Strategy Your Benefits
Put a bequest (PDF) in your will (cash, specific property, or a share of the estate residue) Today: a gift that costs you and your family nothing. Tomorrow: an estate tax deduction

Retain income benefits from the assets you give to the Museum of Science, thus affording a larger gift

Your Strategy Your Benefits
Create a charitable gift annuity (PDF) or a charitable remainder annuity trust (PDF) or charitable remainder unitrust (PDF) Receive income for your lifetime; receive a charitable deduction; diversify your holdings

Reduce high tax liability now and gain additional income later

Your Strategy Your Benefits
Establish a deferred gift annuity (PDF) A larger deduction and a higher income rate than other life-income gifts offer

Tap one of the most valuable assets in your portfolio to make a gift to the Museum of Science

Your Strategy Your Benefits
Use real estate (PDF) to make your gift to the Museum of Science; in some cases, you can continue to reside (PDF) in the home after making the gift Avoid capital gains tax, receive an income tax deduction — and have the option of a gift that doesn't affect your lifestyle

Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren

Your Strategy Your Benefits
Create a charitable lead trust (PDF) that supports programs at the Museum of Science for a fixed, finite period with the principal going to your heirs Reduce gift and estate taxes and freeze the taxable value of growing assets before they pass to your family

Avoid capital gains liability on the transfer of a business or partnership interest

Your Strategy Your Benefits
Contribute the partnership interest (PDF) or closely-held stock to the Museum of Science Avoid capital gain liability, receive an income tax deduction, and utilize a gift asset you may have overlooked

Locate an overlooked asset that you can easily give to the Museum of Science

Your Strategy Your Benefits
Name the Museum of Science as beneficiary of your retirement plan (PDF); leave other assets to family Eliminate income tax on retirement plan assets; free up other property to pass to your heirs

Make an endowment gift from income rather than capital

Your Strategy Your Benefits
Create a new life insurance (PDF) policy or donate a paid-up policy (PDF) whose coverage you no longer need Increase your ability to make a significant gift to the Museum of Science
Copyright © Andy Brilliant