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Cash
Stock, Bonds and Other
Securities
Income Interest
Zero Coupon Bonds
Real Estate
Gifts of Life Insurance
Cash
Checks
should be made payable to the Smithsonian Institution and either mailed or
delivered to the following address:
Office
of Development
Smithsonian Institution
1000 Jefferson Drive, S.W., 4th Floor
P.O. Box 37012, MRC 035
Washington, D.C. 20013-7012
Phone: (202)633-4300
Fax: (202) 786-2516
Please
include a letter with your donation, indicating whether the gift is unrestricted
or specified for a certain museum or Smithsonian program. If you
prefer, you may make a pledge and convey your gift to the Smithsonian
over a period of up to five years by making arrangements with a development
officer in advance.
Stock, bonds and other securities
Securities Traded on the Stock
Exchange
To make a gift of
appreciated securities to the Smithsonian Institution:
Contact a Smithsonian development
officer and provide the name of your broker, the name of the stock and the number of
shares you would like to contribute. The development officer will advise you on the
procedure for completing the gift.
In order to avoid capital gains
taxes, do not sell the stock yourself nor have your broker sell it. Transfer shares
intact to the Smithsonian.
The Institution will acknowledge
your stock gift as follows:
Certificates--on the date the
shares are delivered to a Smithsonian representative or on the postmarked date when
mailed.
Electronic (DTC) transfer--on the
date the shares are received by the Smithsonian broker.
Closely Held Stock
For gifts of closely held stock or
controlled stock, consult with your financial advisor and the Office of Development for further information.
Income
Interest
You may transfer to
the Smithsonian the income you receive from any trusts you hold, either for your lifetime
or for a specific period. Please
contact the Office of Development for further information.
Zero
Coupon Bonds
A gift of zero coupon bonds has
both present and future benefits: it will provide you with an income tax deduction in the
year of the gift and will grow through time to a specified amount at a maturity date you
determine. It may be a way to enable you to fund a long-term project, such
as a fellowship or endowment fund. Please contact the Office of
Development for further information.
Real
Estate
The Smithsonian accepts gifts of
real estate upon consultation with the Office of Development's
planned giving professionals. A gift of appreciated real estate may help you avoid
capital gains tax.
Gifts
of Life Insurance
In some cases, gifts of life
insurance can be an attractive way for you to make a significant contribution to the
Smithsonian without reducing liquid assets. If you no longer need the protection of
life insurance policies acquired in years past, you may name the Smithsonian as the
beneficiary of the policy. All potential gifts of life insurance should be discussed
in advance with your financial advisor and our planned giving personnel.
All inquiries
regarding gifts to the Smithsonian will be considered completely confidential. For
further information, please send your e-mail request to membership@si.edu.
Office
of Development
Smithsonian Institution
1000 Jefferson Drive, S.W., 4th Floor
P.O. Box 37012, MRC 035
Washington, D.C. 20013-7012
Phone: (202)633-4300
Fax: (202) 786-2516
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