How to Give

Supporting Institute for Advanced Study can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

• Charitable Gift Annuity
  You transfer your cash or appreciated property to Institute for Advanced Study in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
  
• Bequest
  You designate Institute for Advanced Study as the beneficiary of your asset by will, trust, or beneficiary designation form.
  
• Beneficiary Designation Gifts
  You can designate Institute for Advanced Study as a beneficiary of a retirement, investment or bank account, or your life insurance policy.
  
• Donor Advised Funds (DAF)
  You can make gifts during your lifetime. When you pass away, your children can carry on your legacy of giving.
  
• IRA to Gift Annuity Rollover
  You may be looking for a way to help further our mission and enhance your income. If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.
  

• Charitable Remainder

  • Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax-free and provides you with income for life or a term of years.
    
  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax-free and provides you with fixed income for life or a term of years.
    
  • Charitable Lead Trust
    You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
    
• Sale and Unitrust
  You give a portion of your property to us to fund a charitable remainder trust; when the property sells you receive cash and income for life.
  
• Unitrust and Special Needs Trust
  If you are looking for a way to provide for a loved one who has special needs, and also make a gift to us, a charitable remainder unitrust and a special needs trust arrangement could help you achieve your objectives.