Become a member of the Mary Flagler Cary Legacy Society. As a donor who cares about the environment and supports science, your gift will make a long-lasting impact.
One way to leave a legacy is to name Cary Institute in your will.
Other popular ways to make your mark on science include naming the Institute as a beneficiary of an insurance policy, a retirement plan, a certificate of deposit, a trust, or a bank account. You might consider leaving stock, real estate, or other assets to the Institute.
I joined the Mary Flagler Cary Legacy Society because Cary Institute is a truly great example of the very best and the most relevant ecological research worldwide."
The Benefits of Leaving a Legacy to Science
Your legacy gift is powerful and inspiring—future generations will look back at your legacy in gratitude. At the Cary Institute, the process has many other benefits:
It’s easy – all you have to do is call your attorney and add a few sentences to your will. We can provide you with that sample language.
It’s affordable – your gift of any size will help and all contributions are meaningful.
It’s powerful and inspiring – future generations will look back at your legacy in gratitude.
It has tax advantages – if your estate is subject to estate tax, your gift is entitled to an estate tax charitable deduction. Furthermore, if you include an IRA or 401(K) in your bequest, those funds come to the Cary Institute in their entirety without a levy of income tax on withdrawal.
It’s revocable – if your priorities change, you can change your bequest.
Most importantly, it’s a statement that says who you are and what you care about.
Take care of your loved ones first, then help Cary Institute change the world.
Please consider making a bequest to the Cary Institute of Ecosystem Studies. For further information, please contact:
Catherine Forbes
845 677-7600 x262
development@caryinstitute.org
Gifts
You can arrange to give a specific amount or a percentage of your estate through your will. Your gift will be paid out after other bequests, such as to your family, have been paid.
Suggested language for an undesignated gift of either a specific amount or percentage of the remainder of your estate:
“I bequeath the sum of _____ dollars ($___) to the Cary Institute of Ecosystem Studies. PO Box AB, 2801 Sharon Turnpike, Millbrook, NY 12545, to be used or disposed of as its Board of Trustees in its sole discretion deems appropriate.”
“I devise and bequeath [all] or [ __%] of the remainder of my estate to the Cary Institute of Ecosystem Studies. PO Box AB, 2801 Sharon Turnpike, Millbrook, NY 12545, to be used or disposed of as its Board of Trustees in its sole discretion deems appropriate.”
Contact us for additional sample language and to discuss ways you wish the Institute to use, designate, or endow your gift.
Planned giving is not always about wills and estates. You can make your gift today with gifts of cash or other assets. Make your gift all at once or set up a pledge payment plan. Contact us to discuss naming opportunities, endowment funds, or other ways your gift today can impact generations to come.
Consider your diverse assets. One or more of them might be right for a planned gift to the Cary Institute. Your donation will be put to use right after we receive it.
You can name the Cary Institute as a full or partial beneficiary of your pension, 401K, 403B, IRA, or other retirement plan. Your plan’s administrator will provide you the beneficiary designation forms you need to make this legacy gift. Consider gifting your required distribution to the Cary Institute during your lifetime as well.
Check with your Donor Advised Fund administrator to find out what their rules are. Options include naming Cary Institute as a beneficiary and making arrangements for Cary Institute to receive annual donations into the future, or to receive a portion of the account balance.
You may opt to make a charitable contribution of a personal residence, farm, vacation home, commercial real estate, or land. There are various ways to make such arrangements and you may opt to maintain lifetime use of your personal residence. Speak to your advisors for up-to-date information on your options.
You can name the Cary Institute as whole or partial beneficiary of your policy.
Through a living trust, you can provide for yourself and your family before and after your death. You can arrange a contribution through a living trust by naming the Cary Institute as a beneficiary.
Work with your advisor to create a charitable gift annuity, charitable lead trust, or charitable remainder trust.
Designate donations to the Cary Institute of Ecosystem Studies.
Our tax identification number (aka EIN) is: 22-3232968.
Suggested language for an undesignated gift of either a specific amount or percentage of the remainder of your estate:
“I bequeath the sum of _____ dollars ($___) to the Cary Institute of Ecosystem Studies. PO Box AB, 2801 Sharon Turnpike, Millbrook, NY 12545, to be used or disposed of as its Board of Trustees in its sole discretion deems appropriate.”
“I devise and bequeath [all] or [ __%] of the remainder of my estate to the Cary Institute of Ecosystem Studies. PO Box AB, 2801 Sharon Turnpike, Millbrook, NY 12545, to be used or disposed of as its Board of Trustees in its sole discretion deems appropriate.”
Please contact us if you would like additional information, and to discuss ways to designate or endow your gift.
Mary Flagler Cary
Mary Flagler Cary devoted her life to managing her beloved 2,000-acre property. To ensure that the land and its wildlife could thrive for generations to come, she set up a charitable trust and gifted her estate to ‘an organization engaged in the conservation, maintenance, and preservation of natural resources.’
A half century after her death, the property remains home to her Cannoo Hill tea house, farm lands, and many of the trees that she planted when the site was an arboretum. Today, scientists use the property to pursue answers to questions that help us fulfill Mary’s vision. Our Legacy Society is named in her memory. Each year, thousands of people visit the trails she first established and join us for walks and lectures on the grounds.