Charitable Gift Annuity

Next Steps

Contact the Planned Giving & Endowments team at 202.488.6591 or planned_giving@ushmm.org for additional information on charitable gift annuities or to chat more about the personal tax benefits of creating an annuity with the Museum.
Seek the advice of your financial or legal advisor.
If you include the Museum in your plans, please use our legal name and federal tax ID.

Legal name: United States Holocaust Memorial Museum
Address: 100 Raoul Wallenberg Place, SW Washington, DC 20024-2126
Federal tax ID number: 52-1309391

Gifts That Pay You Income

There is a way for you to support the United States Holocaust Memorial Museum and feel confident that you have dependable income in your retirement years. You can do this with a charitable gift annuity.

With a charitable gift annuity you agree to make a gift of cash or appreciated securities to the Museum and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life or joint lives. The remainder can be designated for the Museum’s Endowment so that your gift can help support our critical work in perpetuity.

This type of donation can provide you with regular payments for life and allow the Museum to keep Holocaust memory alive. You can also qualify for a variety of tax benefits depending on how you fund your gift.

If you fund your gift annuity with cash or appreciated property, you qualify for a federal income tax deduction if you itemize. In addition, you can minimize capital gains taxes when you fund your gift with appreciated property.

And now, you can fund your gift using your IRA assets. If you are 70½ and older, you can make a one-time election of up to $53,000 to fund a gift annuity. While your gift does not qualify for an income tax deduction, it does escape income tax liability on the transfer and count toward all or part of your required minimum distributions.

Gifts That Pay

Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Deferred Gift Annuities: Plan Now, Benefit Later.

Example: How It Works

Photo Credit: United States Holocaust Memorial Museum

Alan, 76, and Sheila, 75, want to make a contribution to the Museum but they also want to ensure that they have dependable income during their retirement years. They establish a $20,000 charitable gift annuity.

Based on their ages, they will receive a payment rate of 6.3%, which means that they will receive $1,260 each year for the remainder of their lives, a portion of which is tax-free. They are also eligible for a federal income tax charitable deduction of $7,035* when they itemize. Finally, they know that after their lifetimes, the remaining amount will be used to educate future generations.

*Based on a 5.2% charitable midterm federal rate. Deductions and calculations will vary depending on your personal circumstances.

See How It Works

Fund Your Outright Donation with:

Payments for Life

Learn more about the many benefits of a charitable gift annuity in our FREE guide Charitable Gift Annuities: Gifts That Give Back.

Calculate Your Benefits

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