Resources for Professional Advisors

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In your work as a professional advisor, you value professionalism, integrity, and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to Smithsonian Institution. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.

Tools for Professional Advisors

Legal name: Smithsonian Institution
Federal tax ID number: 53-0206027
Located in: 1000 Jefferson Drive, SW, 4th Floor PO Box 37012 MRC 035 Washington, DC 20013-7012

See the Benefits Today

Provide your clients with a free, no-obligation illustration of their gifts to Smithsonian with our Gift Illustrator tool. Instantly calculate deductions, tax savings, and other benefits for multiple gift types.

Make a Gift to Smithsonian in Your Will

If your clients are interested in supporting Smithsonian with a gift in their wills, we have provided sample bequest language that they can bring to their estate planning attorneys.

Partner With Us

We understand that gifts to charities such as Smithsonian can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff—all working together to arrange the best gift possible.

An Example of How It Works

Gifts That Pay

Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.

Next Steps

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