How You Can Give
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 the 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.
Charitable Remainder Annuity Trusts
A charitable remainder annuity trust can provide a dependable income for life while making a significant gift to Whitehead Institute.
The IRA Charitable Rollover Gift Annuity Plan
You can now make a Qualified Charitable Distribution in exchange for a charitable gift annuity and receive fixed income for life.





