Estate planning can be confusing, stressful, and just plain intimidating. But when you focus on the legacy you want to leave—the goals, needs, and dreams you have for your family and the Smithsonian Institution—your decisions get a lot easier. We’re here to help you explore the planned giving topics that can make the biggest impact at the Smithsonian.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. Figures cited in examples are for illustrative purposes only. References to tax rates reflect current U.S. federal income tax rates only and do not consider the effect of any state or non-U.S. tax laws. Please consult your attorney or tax advisor for advice regarding your personal circumstances. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.