Beneficiary Designations

Designating the Museum as the primary or contingent beneficiary of your retirement plan (such as an IRA, 401(k), 403(b), Keough, or similar plan) or life insurance/financial accounts may enable you to make a larger gift because income and estate taxes are not imposed when plan assets are distributed to the Museum. If left to an heir, plan assets are subject to tax. Your financial or plan administrator can help you designate the Children’s Museum as a primary or contingent beneficiary on the plan’s beneficiary designation form.

Please let us know if you have included the Children’s Museum as a beneficiary on your retirement account, life insurance policy or other financial accounts. We would love to say “thank you.” We will keep your information strictly confidential, unless you give us permission to publicly acknowledge your generosity. Download our Legacy Circle enrollment form below.

The Children’s Museum of Sonoma County was founded in 2005 and is designated as a tax-exempt nonprofit charitable 501(c)(3) organization by the Internal Revenue Service with the Tax ID #20-3496878.


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