Tools
Act on your plans.
Each tool takes a few minutes and gives you something you can hand to your attorney, broker, or custodian today. Nothing here creates a legal document — it prepares you to.
Self-report
Tell us about your plans
Let us know you've included the Museum in your estate plan.
Open tool →Will & trust
Bequest language generator
Exact wording for your attorney, with our legal name and EIN.
Open tool →Retirement & insurance
Beneficiary designation helper
Custodian-specific instruction sheet you can print.
Open tool →Securities
Stock gift inquiry
Tell us what you’d like to give; we’ll send the Museum’s transfer instructions.
Open tool →IRA
QCD letter generator
Qualified charitable distribution request for your IRA custodian.
Open tool →