PLANNED GIVING

Find Best Gift

To help you determine your ideal gift to Whitehead Institute, we offer an easy-to-use web tool. It's just a few questions. Give it a try!

Bequests

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 Whitehead Institute.

Bequest Language

Sample bequest language is offered below for your legal counsel’s consideration in preparing your will or trust.

Beneficiary Designation

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.

Charitable Gift Annuity

A charitable gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities.

Compare Gifts

The planned gift that is best for you depends on your goals for the gift. We’ve created a chart that lets you compare the characteristics of your choice of gift plans.