Reach Your Philanthropic and Financial Goals with
Planned Giving

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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, Watson Institute can continue to help children with special needs achieve their fullest potential in all aspects of their lives.

For over 100 years 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 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.

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Ways to Leave Your Legacy

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 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 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 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.

We're Here to Help

 

YOU HAVE QUESTIONS, WE CAN HELP.

Charitable gift planning affords you opportunities to have an outsized impact on the causes that matter most to you with the possibility of reducing or eliminating current and future tax liabilities, creating income for you or your loved ones, and preserving wealth for future generations of your family.

Recent and pending changes to the tax code (Tax Cut and Jobs Act, CARES Act, CAA, and BBB) contain provisions incentivizing you to plan how, what, and when you give to charity. If you have recently experienced or are anticipating changes in your personal life or business, we encourage you to partner with us to ensure you're taking full advantage of these incentives.

Watson Institute's Development Office is a ready resource for you and your advisors. We welcome you to have a confidential, no-obligation conversation to align your personal financial situation with your philanthropic goals.

Contact Us

Yes! I'm interested in learning more about how estate planning can help me to achieve my goals.

Contact a Gift Officer

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

For Professional Advisors

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

Download Advisor Guide