Retirement Assets
Retirement account assets, if left to anyone other than a spouse, may be subject to very high taxation. However, by designating the USS Midway Museum as recipient of any benefits remaining in your retirement plan, you may effectively reduce the taxes on those assets.
Current Giving Opportunity
Donors aged 70½ or older may contribute up to $100,000 to charity from their Individual Retirement Accounts (IRAs). Such contributions may also qualify as required minimum distributions.
Life Insurance
You may wish to make the Midway the beneficiary of a life insurance policy.
Real Estate
The gift of your home is a unique and meaningful way to support the USS Midway Museum. You can enjoy the satisfaction of making such a gift during your lifetime – without affecting your current lifestyle – by a special arrangement called a retained life estate. Real estate can also be a valuable asset when used to fund either a charitable remainder trust or a charitable lead trust.
Contact Us
For more information on how these gifts might work for you, please contact
Planned Giving
Robin Bolin
(619) 398-8280 direct
USS Midway Museum
910 N Harbor Dr
San Diego, CA 92101
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.
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