Bequests to the Smithsonian Institution
Many donors find that planning a legacy at the Smithsonian is a richly rewarding process. We encourage you to assemble a team including your financial and/or legal advisors and Smithsonian development officer from your museum or area of interest. Together with your development officer, you can create a gift agreement, signed by the Smithsonian Institution, which will govern the use of your future gift.
Sample Will or Living Trust Language
If your bequest is to be cash or securities:
I give [____% of the residue of my estate], or [the sum of ________ dollars] to the Smithsonian Institution in Washington, DC for its general purposes or for the benefit of [name of museum, research center or program].
Tax ID: #53-0206027
I hereby instruct my [executor/executrix/personal representative] to sell my real estate located at [address/city/state], and to give the net sales proceeds to the Smithsonian Institution in Washington, DC to be utilized according to the most recently executed gift agreement or similar document on file at the Smithsonian Institution.
For more information, please contact the Office of Planned Giving by emailing Legacy@si.edu or calling (888) 419-7584.
* If you intend to restrict your bequest to a specific museum, program or purpose, the planned giving staff will be happy to assist you in creating the gift agreement describing the purposes you intend to support.