A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit the Athenæum.
While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of a variety of financial accounts.
The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to the Boston Athenæum.
A gift plan can provide you substantial tax benefits, especially when you give stock or real estate. Depending on your situation, you may save income taxes, capital gains taxes, probate expenses, and estate taxes.