Consolidated Appropriations Act (CAA) and Your Support

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How Will You Leave A Legacy?

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A planned gift allows you to make charitable gifts, continue to meet the current needs of your and your family, and take advantage of current tax incentives. With your help, the Watson Institute can continue to help children with special needs achieve their fullest potential in all aspects of their lives.

For over 100 years the Watson Institute has been providing services to children with special needs. We partner with generous individuals, corporations and foundations who invest in our mission. Teamwork is one of our core values—and we need you to work with us.

Supporting Watson is easy. You can name the Watson Institute in your will, fund a Watson charitable gift annuity and receive a steady stream of income, or choose from a wide array of giving options that align your philanthropic goals with your everyday interests.

This site is designed to make it easy for you to get the information you need when considering a planned gift. You will also find information to share with your financial advisor and estate planner. When you are ready, you can use this site to reach out to us to share your plans, let us know what you are considering, or just to start a confidential, no obligation conversation about what's possible.

Get in Touch with Us

Ways to Give

You can directly impact our mission through your financial gift.

Gifts From Your Will
General Bequest

Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.

Beneficiary Gifts
Retirement Accounts

Naming the Watson Institute as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.

Gifts of Stock
Appreciated Stock

When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.

Charitable IRA Rollover
Charitable IRA Rollover

If you're 70 ½ or older, you can make a gift directly from your IRA to Watson. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.

Donor Advised Funds
Beneficiary Designation and Grants

Designate Watson as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your donor-advised fund.

Gifts of Life Insurance
Beneficiary Designation and Paid-Up Policies

Name the Watson Institute as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name the Watson Institute as the owner and beneficiary.

Meet Our Donors

Donors just like you have made a real impact just by adding a few words to their will or using one of the many giving options available.

Contact Us

Use the Form Below to Get In Touch with One of Our Planned Giving Officers.

Let us know how we can help you include the Watson Institute in your estate plans. Discussing your charitable intentions with us can lead to a much better result than going it alone - and will ensure that your gift is used just as you wish.

Where are you on your planned giving journey?

Contact a Gift Officer

You have choices. Let us help you make the gift that's right for you.

Kara D. Mostowy
MS, CFRE, GPC

karam@thewatsoninstitute.org
412-749-2885

For Professional Advisors

If you are working with a professional advisor, or advising a donor, here's a practical guide for including the Watson Institute in a charitable estate plan.

Download Advisor Guide