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How to Start

Legacy gifts are a powerful way to support ocean conservation while providing for the people you care about. 

Plan Your Legacy

Who can make a legacy gift?

Legacy giving is for everyone. No matter your age or financial situation, you have the ability to leave a meaningful legacy. Your gift can be customized to fit your lifestyle, support your loved ones, and reflect your values.

What are the options for legacy giving?

Leaving a legacy is simpler than you might think. Popular options include:

  • Bequest in a will or trust
  • Gift of life insurance (or a portion thereof)
  • Gift of IRA, 401(k), or pension funds (or a portion thereof)
  • Gift of cash or assets to the New England Aquarium’s Unrestricted Endowment Fund
  • Charitable gift annuity
  • Charitable remainder trust
  • Real estate

How do I choose the best giving strategy?

Legacy professionals at the Aquarium can work with you and your professional advisor to identify the giving option that best meets your goals.

You can also start exploring on your own using our interactive tools and guides:

What are the next steps?

  1. Reflect on your values and giving goals
  2. Contact the New England Aquarium legacy giving team
  3. Have a follow-up conversation with a legacy team member
  4. Sign a Declaration of Intent
  5. If necessary, formalize your commitment by consulting with a financial or legal advisor and then complete a Declaration of Intent

 

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