Making a planned gift establishes your legacy while sustaining ours.
Become a member of the Mary Flagler Cary Legacy Society with your planned gift. As a donor who cares about the environment, your gift will leave a lasting impact: it will enable Cary Institute to remain a leader in science for decades to come.
Popular ways you can leave a legacy include naming Cary Institute in your will or living trust, naming Cary Institute as a beneficiary of an insurance policy or a retirement plan, and contributing through your IRA Charitable Rollover.
Help shape the world for the next generation. Take care of your loved ones first, then help the Cary Institute change the world.
Planned giving is not always about wills and estates. You can make your gift today with gifts of cash or other assets. Make your gift all at once or set up a pledge payment plan. Contact us to discuss naming opportunities, endowment funds, or other ways your gift today can impact generations to come.
Consider your diverse assets. One or more of them might be right for a planned gift to the Cary Institute. Your donation will be put to use right after we receive it.
You can name the Cary Institute as a full or partial beneficiary of your pension, 401K, 403B, IRA, or other retirement plan. Your plan’s administrator will provide you the beneficiary designation forms you need to make this legacy gift. Consider gifting your required distribution to the Cary Institute during your lifetime as well.
You may opt to make a charitable contribution of a personal residence, farm, vacation home, commercial real estate, or land. There are various ways to make such arrangements and you may opt to maintain lifetime use of your personal residence. Speak to your advisors for up-to-date information on your options.
You can name the Cary Institute as whole or partial beneficiary of your policy.
Bequests You can arrange to give a specific amount or a percentage of your estate through your will. Your gift will be paid out after other bequests, such as to your family, have been paid. Contact us for sample language and to discuss ways you wish the Institute to use, designate, or endow your gift.
Through a living trust, you can provide for yourself and your family before and after your death. You can arrange a contribution through a living trust by naming the Cary Institute as a beneficiary.
Work with your advisor to create a charitable gift annuity, charitable lead trust, or charitable remainder trust.
Designate donations to the Cary Institute of Ecosystem Studies.
Our tax identification number (aka EIN) is: 22-3232968.
Suggested language for an undesignated gift of either a specific amount or percentage of the remainder of your estate:
“I bequeath the sum of _____ dollars ($___) to the Cary Institute of Ecosystem Studies. PO Box AB, 2801 Sharon Turnpike, Millbrook, NY 12545, to be used or disposed of as its Board of Trustees in its sole discretion deems appropriate.”
“I devise and bequeath [all] or [ __%] of the remainder of my estate to the Cary Institute of Ecosystem Studies. PO Box AB, 2801 Sharon Turnpike, Millbrook, NY 12545, to be used or disposed of as its Board of Trustees in its sole discretion deems appropriate.”
Please contact us if you would like additional information, and to discuss ways to designate or endow your gift.
Making a planned gift establishes your legacy while sustaining ours. As a donor who cares about the environment, your gift will leave a lasting impact: it will enable the Cary Institute to advance the science supporting environmental solutions for decades to come.
A planned gift is powerful and inspiring—future generations will look back at your legacy in gratitude. At the Cary Institute, the process has many other benefits:
It’s easy – all you have to do is call your attorney and add a few sentences to your will. We can provide you with that sample language.
It’s affordable – your gift of any size will help and all contributions are meaningful.
It’s powerful and inspiring – future generations will look back at your legacy in gratitude.
It has tax advantages – if your estate is subject to estate tax, your gift is entitled to an estate tax charitable deduction. Furthermore, if you include an IRA or 401(K) in your bequest, those funds come to the Cary Institute in their entirety without a levy of income tax on withdrawal.
It’s revocable – if your priorities change, you can change your bequest.
Most importantly, it’s a statement that says who you are and what you care about.
Please consider making a bequest to the Cary Institute of Ecosystem Studies. For further information, please contact:
845 677-7600 firstname.lastname@example.org
Mary Flagler Cary devoted her life to managing her beloved 2,000-acre property. To ensure that the land and its wildlife could thrive for generations to come, she set up a charitable trust and gifted her estate to ‘an organization engaged in the conservation, maintenance, and preservation of natural resources.’
A half century after her death, the property remains home to her Cannoo Hill tea house, farm lands, and many of the trees that she planted when the site was an arboretum. Today, scientists use the property to pursue answers to questions that help us fulfill Mary’s vision. Our Legacy Society is named in her memory.