Reach Your Financial and Charitable Goals with
a Legacy Gift
For more than 100 years, the Watson Institute has helped children with disabilities achieve their fullest potential. By including the Watson Institute in your estate plans, you can help ensure that future generations of children and families receive the specialized education and support they deserve.
Creating a legacy gift is easier than you may think. There are a variety of estate planning options available through which you can make a lasting impact at the Watson Institute while supporting your personal and financial goals.
This website is designed to make it easy for you to get the information you need when considering a legacy gift. You can share this information with your financial advisor and estate planner.
Please reach out to us to start a confidential, no obligation conversation about your legacy.
Get in Touch with UsWays to Leave Your Legacy
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.
Qualified Charitable Distribution
Make a Qualified Charitable Distribution
A Qualified Charitable Distribution (QCD) allows individuals age 70 ½ or older to make a tax-advantaged charitable gift directly from an IRA to Watson Institute. A QCD can count toward your Required Minimum Distribution (RMD) for the year, while generally being excluded from your taxable income.
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 Supporters
Individuals just like you have made a long-term impact at the Watson Institute. Read their stories.
We're Here to Help
Learn More
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.
Kara D. Mostowy
MS, CFRE, GPC
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.
