Making Legacy Gifts

Legacy gifts to The Tech can be made in the following ways:

See below for more details.

For more information about Planned Giving opportunities or support for The Tech Museum of Innovation, please send email to endowment@thetech.org.

Bequests

By including The Tech in your will or living trust, you associate yourself forever with this unique institution and ensure that it inspires innovators for generations to come. You may make a bequest to The Tech by preparing a new will or adding a codicil to your present will.

Sample Bequest Language

Unrestricted Bequest: &qout; give [the sum of _________ dollars] [or _____ percent of the residuary of my estate] to The Tech Museum of Innovation, 201 South Market Street, San Jose, California, for its general corporate purposes."

Restricted Bequest: "I give [the sum of _________ dollars] [or _____ percent of the residuary of my estate] to The Tech Museum of Innovation, 201 South Market Street, San Jose, California, for the following purpose: [state the purpose]. If at any time in the judgment of the Trustees of The Tech Museum of Innovation the designated use of this bequest is no longer practicable or appropriate, then the Trustees shall use the bequest to further the general purposes of The Tech, giving consideration, where possible, to my special interest as described above."

Life Income Plans

Gifts such as charitable remainder trusts, gift annuities, and pooled income funds provide income payments to you for life or for a term of years. After your death, the remaining principal will pass to The Tech to be used as you have instructed.

Charitable Lead Trusts

These gifts are designed to provide income to The Tech immediately and for a period of years, after which the property reverts to you or transfers to those whom you designate.

Charitable Remainder Trusts

These trusts pay income to you or another person for life or for a term of years. At the end of that time, the principal comes to The Tech to be used according to your instructions.

Retirement Plans or Life Insurance Policies

You may designate The Tech as a recipient of benefits remaining in your retirement plan, or as a beneficiary of a life insurance policy.

Real Estate

The gift of your home, or certain other tax-favored assets, is a unique and meaningful way to support The Tech. You can enjoy the satisfaction of making such a gift during your lifetime—without affecting your current lifestyle.