By making a plan today, you will be supporting the work of our researchers tomorrow—and possibly for years to come. You may also be eligible for recognition as a member of The Jackson Laboratory’s Society for Discovery. There are several ways to designate The Jackson Laboratory as your beneficiary:

Bequests

Bequests are made by executing a new will or by adding a codicil (amendment) to your existing will. Bequests may be given as unrestricted or restricted gifts. We are happy to provide you with specific bequest language as you create your will or in your existing will.

Charitable Gift Annuities (CGA)

A CGA is an irrevocable contract between you and The Jackson Laboratory. A charitable gift annuity provides for a transfer of cash or other property from you in return for annuity payments (income payments) from The Jackson Laboratory to you and one more beneficiary if you so desire. A charitable gift annuity provides guaranteed fixed payments, a federal income tax deduction and a generous gift to The Jackson Laboratory.
Benefits of a gift annuity

If you would like a complimentary booklet on Charitable Gift Annuities, or a confidential gift illustration, please contact Ruth Calas.

Charitable Remainder Trust (CRT)

A CRT is established when an irrevocable gift of property or cash is transferred to a third party (the trustee), who invests the assets to earn an income to be paid to income beneficiaries. The remainder interest of the asset’s value is transferred to The Jackson Laboratory upon the death of the named income beneficiaries or at the end of a specified number of years.

Charitable Lead Trust (CLT)

A CLT is an arrangement whereby income generated by assets placed in a trust is paid to the recipient institution for a number of years, after which the assets pass to non-charitable beneficiaries named by you, the donor.

Retirement fund

You can name The Jackson Laboratory as a beneficiary of your retirement plan, such as a 401k or 403b individual retirement account. In establishing this gift, you can designate a specific percentage beneficiary of your retirement plan if you so desire.

Life insurance policy

Donating a paid-up life insurance policy (which is no longer needed for the purpose it was purchased) is as easy as naming The Jackson Laboratory as owner and beneficiary of the policy. As this is an irrevocable gift, you will receive a charitable tax deduction for the total cash surrender value of the policy.