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Planned Giving

Claude Monet. The Studio Boat (Le Bateau-atelier), 1876. BF730. © Estate of Claude Monet

Making a planned gift is a thoughtful way to contribute to the future of the Barnes Foundation—and to create a legacy that will inspire art and horticulture enthusiasts for generations to come. Your gift supports our collection and education programs, and offers many benefits to you or your family.

Join the Barnes Legacy Society 
The Barnes Legacy Society recognizes and honors those friends and members of the Barnes who have made a commitment to our future by including the Foundation in their estate plans.

If you have already provided for the Barnes in your estate plan, or have made another planned gift to benefit our mission, please fill out our Legacy Donor Profile Form to let us know. We would like to thank you for your generosity by including you in the Legacy Society.

For more information on how the following gifts might work for you, please call us at 215.278.7135. 

By including a gift to the Barnes in your will, you can make a meaningful gift for the future of the institution without reducing the assets available to you during your life.  

Charitable Gift Annuity
A charitable gift annuity is a simple contract between you and the Barnes Foundation. In exchange for your contribution, the Barnes promises to make fixed payments for life to you or a designated annuitant. The amount paid is based on the annuitant’s age in accordance with rates set by the American Council on Gift Annuities. The year you make your initial contribution, you’re permitted an income tax deduction. The size of the deduction depends on the amount the Barnes is expected to receive in the future. Please contact us for additional information and a personalized plan for your gift. 

Gifts of Stock or Securities
Gifts of stock or securities can help you maximize your philanthropic giving while minimizing taxes on capital gains. If you are interested in supporting the Barnes through a gift of stock or securities, please contact us for transfer instructions.

Gifts of Cash, Life Insurance, or a Retirement Plan
Gifts of cash, life insurance, or a retirement plan all provide the satisfaction of knowing that you have helped the Barnes Foundation in a very meaningful way. You can name the Barnes as a beneficiary of an IRA, 401(k), or other retirement account, or of a life insurance policy, simply by filling out a beneficiary designation form from your plan provider or administrator. 

Charitable Remainder Trusts
A charitable remainder trust provides a beneficiary (or two beneficiaries) with income, which can be fixed or variable, and last for a set number of years or for life. At the end of the trust term, the remaining trust assets are distributed to the Barnes. You can choose the beneficiaries (including yourself), the trustees, and the amount or variable rate of income it provides.