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Planned Giving

Angelfish Legacy Society

The Aquarium established the Angelfish Legacy Society to recognize and honor individuals who treasure the work of the Aquarium and have expressed their commitment to ensure the Aquarium is able to carry out its mission to inspire people to enjoy, respect, and protect the aquatic world.

Members of the Angelfish Legacy Society allow future generations to benefit from the National Aquarium’s commitment to conservation, education, and the community.

Benefits

Members of the Angelfish Legacy Society receive the following benefits:

  • Recognition, with your permission, in a special section of our Annual Report and on our donor wall
  • Invitations to exclusive Aquarium events, including special exhibit previews.

Leaving a Legacy

Gift Planning allows you to learn about a variety of options available to you to support the National Aquarium. We welcome the opportunity to discuss gifting options with you further.

If you already have a gift option in mind, you can request specific information on a planning option, and we will mail you a brochure.

The chart below will give you an overview of our gift planning options. All gifts may be designated to unrestricted operating support, or can be directed to support-specific programs.

Type of Gift Description
Bequest Including the National Aquarium in your will or estate plan.
Life Insurance Policy Make the National Aquarium a beneficiary of your life insurance policy.
Charitable Gift Annuity The donor transfers cash or securities in exchange for a charity’s promise to pay a fixed annuity to one or two individuals for life.
Charitable Remainder Trust You transfer assets to this type of trust in return for income for a period of years or your lifetime. At the death of the surviving beneficiary or the end of a set number of years, the remaining principal in the trust passes to the National Aquarium.
Charitable Remainder Unitrust Beneficiaries receive a fixed percentage (minimum 5%, maximum 50%) of the value of the trust assets as revalued every year (the standard unitrust). Alternatively, the trust may pay the lesser of the unitrust amount or the trust's actual income (a net-income unitrust); make-up provisions are permitted. Additional contributions are possible.
Charitable Remainder Annuity Trust The charitable lead trust is the reverse of the charitable remainder trust. The lead trust pays either an annuity or a unitrust amount to one or more charities during the trust term and the remainder passes to the donor or a named beneficiary. Lead trusts can be set up during life (either as grantor or nongrantor trusts) or at death.
Charitable Lead Trust The charitable lead trust is the reverse of the charitable remainder trust. The lead trust pays either an annuity or a unitrust amount to one or more charities during the trust term and the remainder passes to the donor or a named beneficiary. Lead trusts can be set up during life (either as grantor or nongrantor trusts) or at death.

Contact Us

For more information, please contact:

Suzanne Boyle, Director of Major Gifts
Phone: 410-576-8877
E-mail: sboyle@aqua.org

Note: This educational information is not intended as legal, tax, or investment advice. Please consult an attorney or professional adviser about your specific situation.

The National Aquarium in Baltimore is a nonprofit organization under section 501c(3) of the Internal Revenue Code. All contributions are tax-deductible to the full extent allowed by law.

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