An elderly man holds hands with an elderly woman as he bends down to read names on the Memorial. Four green trees can be seen in the background, on the other side of the Memorial reflecting pool.
Photo by Jin S. Lee

Other Ways to Give

A well-planned gift can support the 9/11 Memorial & Museum’s future, while also helping you and your family achieve important financial goals, such as reducing your tax liability or providing a source of long-term income. 

We are honored to recognize those who make a planned gift to the 9/11 Memorial & Museum with a membership in the 9/11 Memorial & Museum Trust, which offers a variety of giving options from which to choose so you can select the type of planned gift that best meets your needs. There are many ways to support us from bequests to charitable gift annuities, charitable trusts, or through real estate or life insurance.  

You may join the 9/11 Memorial & Museum Trust by:

  • Making a gift to the 9/11 Memorial & Museum in your will
  • Participating in a life income arrangement for the benefit of the 9/11 Memorial & Museum, such as a charitable gift annuity or a charitable remainder trust
  • Creating a charitable lead trust to benefit the 9/11 Memorial & Museum
  • Naming the 9/11 Memorial & Museum as a beneficiary of a retirement plan or life insurance policy

We hope that you will become a charter member of the 9/11 Memorial & Museum Trust. To discuss legacy giving options in further detail or have additional questions, please contact Paul Allen, director, major gifts and grants at (212) 857-0144 or via email at pallen@911memorial.org

Sunlight shines down on the Survivor Tree. Red and white flowers ring the base of the tree. Visitors walk by to the left and several people sit at benches to the right.
Photo by Jin S. Lee

Bequests

Remembering the 9/11 Memorial & Museum in your will with a bequest is the most common way to plan a future gift. You may designate the institution to receive:

  • A portion of the remaining estate after providing for other beneficiaries (known as a residuary bequest) 
  • Specific assets like securities, real estate, or personal property
  • A specific gift amount

An outright bequest to the Museum is fully tax-deductible for estate tax purposes.

Your lawyer or financial adviser can help arrange a bequest to the 9/11 Memorial & Museum, but here is some useful information to note for your planning:

Legal Name: National September 11 Memorial & Museum at the World Trade Center
Address: 200 Liberty Street, 16th Floor, New York, NY 10281
Tax ID#: 38-3678458

Here are two samples of language you or your adviser might use to arrange a bequest:

I hereby give and bequeath to National September 11 Memorial and Museum at the World Trade Center Foundation, Inc., a New York State nonprofit corporation with its principal offices at National September 11 Memorial and Museum at the World Trade Center Foundation, 200 Liberty Street, 16th floor, New York, NY 10281, the sum of $____ to be used for its general purposes. 

I hereby give and bequeath to National September 11 Memorial and Museum at the World Trade Center Foundation, Inc., a New York State nonprofit corporation with its principal offices at National September 11 Memorial and Museum at the World Trade Center Foundation, 200 Liberty Street, 16th floor, New York, NY 10281, the remainder of my estate or ____% of the residue of my estate to be used for its general purposes. 

Sunlight shines down on the Survivor Tree. Red and white flowers ring the base of the tree. Visitors walk by to the left and several people sit at benches to the right.
Photo by Jin S. Lee

Charitable Gift Annuities

A charitable gift annuity not only supports the organization’s long-term sustainability, but also helps to secure your own financial future. If you are age 65 or above, you can transfer cash or stock to the 9/11 Memorial & Museum to fund such an annuity. You and/or a beneficiary will then receive fixed payments, a portion of which may be tax-free for life. At the time of your gift, you will also receive a partial charitable deduction.
 

Charitable Trusts

Individually managed charitable trusts of donated assets (typically cash, securities, and/or property) can be tailored by your adviser to meet your specific financial planning needs.

Charitable remainder trusts provide a fixed or variable income for a set number of years, or for your life or the life of your designated beneficiary. The remaining assets pass to the 9/11 Memorial & Museum in support of the organization’s mission, so a tax deduction is often available to the donor at the time of the trust’s establishment.

Charitable lead trusts can be a particularly tax-wise option if set up when interest rates are low. Such a trust donates to the 9/11 Memorial & Museum for a defined period of years, after which time, the remaining trust assets can pass back to you or your the designated beneficiaries. Often, the full value of the original asset can be transferred to the intended beneficiary tax-free or nearly tax-free.

Real Estate, Life Insurance, and Other Planned Gifts

One way to include the 9/11 Memorial & Museum in your legacy plan is by designating the institution as a beneficiary of your donor-advised fund, retirement plan, IRA, or life insurance policy. Doing so simply involves the completion of a beneficiary designation form from your plan provider or administrator.

Become a Member

Support our mission and receive exclusive admission benefits including free and expedited entry for you and your guests. 

Learn more

9/11 Memorial Glade

The Glade honors those who are sick or have died from exposure to toxins in the aftermath of 9/11.

Learn more