Naming the Museum of American Finance as a Beneficiary

1. You can name the Museum of American Finance in your retirement plan or your IRA (or a portion of it). This can be a source of support for the Museum and could have significant tax advantages for you. In naming the Museum as the beneficiary of your retirement plan after your lifetime (or at the death of the survivor of you and your spouse), you can minimize estate and income taxes on the plan assets. You must notify the administrator of your plan if you wish to change your beneficiary.

2. You can create a life insurance policy whereby you designate the Museum of American Finance as owner of the policy and you agree to cover the cost of the annual premium. This source of support for the Museum may also have tax advantages for you.

Tax Information
The Museum of American Finance is tax exempt under section 501(c)(3) of the Internal Revenue Code. Our tax identification number is 13-3540880. All unrestricted charitable gifts to the Museum help us preserve, exhibit and teach about the nation’s finances and financial history.