Other Ways to Give
A well-planned gift can support the 9/11 Memorial & Museum’s future, while also helping you and your family achieve important financial goals, such as reducing your tax liability or providing a source of long-term income.
We are honored to recognize those who make a planned gift to the 9/11 Memorial & Museum with a membership in the 9/11 Memorial & Museum Trust, which offers a variety of giving options from which to choose so you can select the type of planned gift that best meets your needs. There are many ways to support us from bequests to charitable gift annuities, charitable trusts, or through real estate or life insurance.
You may join the 9/11 Memorial & Museum Trust by:
- Making a gift to the 9/11 Memorial & Museum in your will
- Participating in a life income arrangement for the benefit of the 9/11 Memorial & Museum, such as a charitable gift annuity or a charitable remainder trust
- Creating a charitable lead trust to benefit the 9/11 Memorial & Museum
- Naming the 9/11 Memorial & Museum as a beneficiary of a retirement plan or life insurance policy
We hope that you will become a charter member of the 9/11 Memorial & Museum Trust. To discuss legacy giving options in further detail or have additional questions, please contact Paul Allen, director, major gifts and grants, at (212) 857-0144 or via e-mail at firstname.lastname@example.org
- A portion of the remaining estate after providing for other beneficiaries (known as a residuary bequest)
- Specific assets like securities, real estate, or personal property
- A specific gift amount
An outright bequest to the Museum is fully tax-deductible for estate tax purposes.
Your lawyer or financial adviser can help arrange a bequest to the 9/11 Memorial & Museum, but here is some useful information to note for your planning:
Legal Name: National September 11 Memorial & Museum
Address: 200 Liberty Street, 16th Floor, New York, NY 10281
Tax ID#: 38-3678458
Here are two samples of language you or your adviser might use to arrange a bequest:
I hereby give and bequeath to the National September 11 Memorial & Museum, a New York State nonprofit corporation with its principal offices at National September 11 Memorial & Museum, 200 Liberty Street, 16th floor, New York, NY 10281, the sum of $____ to be used for its general purposes.
I hereby give and bequeath to the National September 11 Memorial & Museum, a New York State nonprofit corporation with its principal offices at National September 11 Memorial & Museum, 200 Liberty Street, 16th floor, New York, NY 10281, the remainder of my estate or ____% of the residue of my estate to be used for its general purposes.
Charitable Gift Annuities
A charitable gift annuity not only supports the organization’s long-term sustainability, but also helps to secure your own financial future. If you are age 65 or above, you can transfer cash or stock to the 9/11 Memorial & Museum to fund such an annuity. You and/or a beneficiary will then receive fixed payments, a portion of which may be tax-free for life. At the time of your gift, you will also receive a partial charitable deduction.
Individually managed charitable trusts of donated assets (typically cash, securities, and/or property) can be tailored by your adviser to meet your specific financial planning needs.
Charitable remainder trusts provide a fixed or variable income for a set number of years, or for your life or the life of your designated beneficiary. The remaining assets pass to the 9/11 Memorial & Museum in support of the organization’s mission, so a tax deduction is often available to the donor at the time of the trust’s establishment.
Charitable lead trusts can be a particularly tax-wise option if set up when interest rates are low. Such a trust donates to the 9/11 Memorial & Museum for a defined period of years, after which time, the remaining trust assets can pass back to you or your the designated beneficiaries. Often, the full value of the original asset can be transferred to the intended beneficiary tax-free or nearly tax-free.
Real Estate, Life Insurance, and Other Planned Gifts
One way to include the 9/11 Memorial & Museum in your legacy plan is by designating the institution as a beneficiary of your donor-advised fund, retirement plan, IRA, or life insurance policy. Doing so simply involves the completion of a beneficiary designation form from your plan provider or administrator.