The Gift That Keeps on Giving

Gary and Marie Thunem Choose Charitable Gift Annuities for Security and Future Support_

Gary and Marie ThunemGary Thunem grew up on a farm in northeastern Montana on the Fort Peck Reservation, home to the Assiniboine and Sioux nations. “I would go play on the prairie and come across relics like buffalo horns, arrowheads, and wagon-train ruts,” he said. “I was always interested in learning more about their history.”

This interest in history, which he shares with his wife, Marie, led them to Smithsonian Magazine, which they have subscribed to for years. “I like the Magazine,” said Marie. “I like it big time. I read the stories and I feel like I know these people—I feel the connection.”

Serendipity played in a role in their decision to support the Smithsonian’s future. “Fairly early in our marriage, while waiting at the barbershop, I came across an article in the back of the Magazine about charitable gift annuities,” said Gary, an accountant in Washington state. When it came time to create their retirement plan, he contacted the Smithsonian’s planned giving office.

Nearly two decades later, the Thunems continue to support the Smithsonian with annual charitable gift annuities (CGAs). “It’s like clockwork every December,” said Gary, who as a financial advisor recommends CGAs for their non-taxable dividend portions and net return on investment. “It’s a conservative, low-risk approach that provides for us now, while at the same time promising future funds for the Smithsonian.” Marie agreed, adding, “I appreciate the set income and sense of security.”

While residing on the West Coast precludes frequent trips, the Thunems have visited the Smithsonian museums twice. The National Museum of American History and the National Air and Space Museum were favorite destinations, as were the giant pandas at the National Zoo. “It’s quite a thing to be standing next to the Apollo 9 command module or to see the Spirit of St. Louis airplane hanging overhead,” said Gary. “It brings history to life.” They were both awed by the Star-Spangled Banner, standing so near they could see the individual stars stitched on. “The collections are amazing,” he marveled. “We didn’t even scratch the surface of all there is to see and learn.”

Millions of people enjoy the Smithsonian’s museums and resources every year, and the Thunems are invested in ensuring that continues. “It’s wonderful that the museums are free,” said Gary, commending the vast collections, diverse exhibitions and programs, and educational opportunities. “The Smithsonian’s impact is worldwide.”

“I think many people don’t realize that charitable gift annuities are a viable giving option,” said Gary, who is working to change that one financial client at a time. Through the foresight and generosity of Smithsonian Legacy Society members like the Thunems, the future looks bright.