Gift & Estate Planning

Create a Meaningful Legacy through Your Estate Planning
The Smithsonian's National Museum of the American Indian is proud to serve millions of visitors each year, presenting the full story of Native peoples, past and present. Your support allows us to delve deeper into subjects and share information that provides a more accurate understanding of how American Indians shaped the past and continue to influence our present-day lives.

When you leave a charitable gift to the museum through your estate plans, you are investing in the talented curators, scholars, and educators whose important work inspires, empowers, and illuminates a fuller understanding of Native peoples for future generations.

If you intend to include the museum in your plans, we hope you will let us know. We can also provide information about options that you can discuss with your professional advisors and family.

Explore Ways to Give

Make a Gift Through Your Will or Trust

Leaving a gift in your will or revocable living trust is a wonderful way to ensure that your support of the National Museum of the American Indian impacts generations to come.

You may designate a specific dollar amount or a percentage of your estate to the museum, while leaving other assets to your family and friends. There is no minimum requirement, and every gift makes a meaningful difference.

To make a gift in your will or trust, please follow these simple steps:

  • Provide your attorney with the following sample language: "I give the [residue of my estate], [ __% of the residue of my estate], or [the sum of __dollars] to the Smithsonian Institution in Washington, DC, for the benefit of the National Museum of the American Indian, Federal Tax ID Number: 53-0206027."
  • Notify us so we can welcome you to the National Museum of the American Indian Legacy Circle.

Make a Gift by Beneficiary Designation

Naming the Smithsonian's National Museum of the American Indian as the beneficiary of a retirement account is a smart way to give. Income from a retirement account is often taxed more heavily than other assets and may become a liability for your loved ones.

Because the Smithsonian's National Museum of the American Indian is tax-exempt, 100 percent of your gift will go toward creating your legacy. You can also name the National Museum of the American Indian as the beneficiary of a life insurance policy, bank or brokerage account, donor-advised fund, or certificate of deposit.

To make a gift by beneficiary designation, follow these steps:

  • Contact your retirement plan administrator, bank, broker, or insurance company and request a beneficiary form.
  • Write "Smithsonian Institution in Washington, DC, for the benefit of the National Museum of the American Indian, Federal Tax ID Number: 53-0206027" as a sole, partial, or contingent beneficiary of your account.
  • Sign and return the beneficiary form to your plan administrator and keep a copy for your files.
  • Notify us so we can welcome you to the National Museum of the American Indian Legacy Circle.

Make a Gift that Pays You Back

When you create a charitable gift annuity with the Smithsonian Institution to benefit the National Museum of the American Indian, you receive stable annual payments for life and a charitable income tax deduction in the year you make the donation. Additional benefits:

  • Establishing a gift annuity with appreciated assets may help reduce capital gains tax.
  • A gift annuity can provide a way to meet the long-term financial needs of a loved one.
  • If you want immediate tax savings but don't need payments until later, choose a deferred annuity.
  • A portion of your payment is tax-free.
  • The older you are when your payments begin, the higher your payment rate.

A gift annuity is simple and flexible and gives you the satisfaction of making a gift that benefits you now and provides future support to the Smithsonian's National Museum of the American Indian.

To establish a charitable gift annuity, follow these steps:

  • Request a personalized illustration of your gift annuity options by calling 202-633-6983.
  • Make a gift to the museum of $10,000 or more.
  • Sign and return a simple contract.
  • Receive fixed payments for the rest of your life or the lives of up to two beneficiaries.

Legacy Circle

In recognition of your generosity and commitment, we will welcome you to the National Museum of the American Indian Legacy Circle. Becoming a member of the Legacy Circle allows you to enjoy a lifelong relationship with the Smithsonian and its associated benefits. As a Legacy Circle member, you will be among the first to learn about new exhibitions and programs and be included in special donor receptions, events, and unique travel opportunities.

Your legacy gift will be noted in the museum's public recognition and in the Smithsonian Annual Report, or you may choose to remain anonymous.

Please Let Us Know

If you have already included the Smithsonian's National Museum of the American Indian in your estate plans, please let us know so we can welcome you to the Legacy Circle.

If you would like to explore simple ways to include the museum in your estate plans, please contact:

LEGACY CIRCLE
National Museum of the American Indian
Smithsonian Institution

PO Box 23473
Washington, DC 20026-3473

Email: nmai-legacygiving@si.edu
Phone: 202-633-6983