giftplanning.aarp.orgGift Planning | AARP Foundation

Gift Planning Home Easy Gifts Wills and Living Trusts Beneficiary Designations Give From Your IRA Income Gifts Charitable Gift Annuities Charitable Remainder Trusts More Ways to Give Appreciated Securities Real Estate Donor Advised Funds Memorials and Tribute Gifts Endowed Gifts Charitable Lead Trusts ResourcesMore Gift Illustrator Your Planning Library Bequest Language Planning Toolkit Meet Our Donors Hear Our Stories Legacy Society Lasting Legacy Newsletter For Professional Advisors Contact Us AARP Foundation Leave a Legacy Leave a Legacy Transform the Lives of Seniors With a Future Gift When you include AARP Foundation in your estate plan, your generosity gives struggling older adults the opportunity to thrive. Thank you for ensuring that AARP can impact those we serve well into the future. Your Gift Matters Let us know your estate plan intentions below. I have included AARP Foundation in my estate plan. I want to learn more about including the Foundation in my estate plan. First Name Required Last Name Required Email Required Leave this field blank.Submit Submitted You may receive planned giving updates from AARP Foundation. You can unsubscribe any time. We will not share your information. Thank You! Someone from AARP Foundation will be in contact with you soon. If you need to speak with someone immediately, please call us at 202-434-2932. Our Top Resource This comprehensive estate planning kit will help you protect loved ones, organize everything in one place, and save on taxes. Download My Kit Already included us in your estate plan? Let Us KnowSupporters Like You Our donors make an impact on the vulnerable older adults we serve. Here are their stories. Meet Our Donors Hear Our Stories Supporters of AARP Foundation share their inspiring stories and call for an exchange of thoughts. Hear Our Stories Sample Language for Your Will Get the legal language to share with your attorney to make a gift in your will or living trust. Federal tax ID number: 52-0794300 Sample Language for Your Will Lasting Legacy Newsletter Catch up and read some of our past issues of Lasting Legacy. Lasting Legacy Newsletter Calculate Your Benefits Get a personalized look at how different gifts can support your financial goals. Calculate Your Benefits 4 Must-Have Resources These free guides can help you secure the future for the people and causes you care about. 4 Must-Have Resources What's New? Highest Rates in 16 Years: The Amazing Benefits of the Charitable Gift Annuity Charitable Gift Annuity Bequest Language for a Gift In Your Will View All Articles Discover Your Giving Options Uncover the giving option that works best for your goals. Plan By Giving Amount Under $25,000 $25,000 to $99,999 $100,000 to $999,999 $1 million or more Under $25,000 The most popular options for a gift in this range: Gift of Cash Outright Gift of Appreciated Securities Donor Advised Fund Gift in Your Will or Living Trust Charitable Gift Annuity Beneficiary Designations $25,000 to $99,999 The most popular options for a gift in this range: Gift of Cash Outright Gift of Appreciated Securities Donor Advised Fund Gift in Your Will or Living Trust Charitable Gift Annuity Beneficiary Designations $100,000 to $999,999 The most popular options for a gift in this range: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Beneficiary Designations Charitable Gift Annuity Outright Gift of Life Insurance Charitable Remainder Trust Charitable Lead Trust $1 million or more The most popular options for a gift in this range: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Beneficiary Designations Charitable Remainder Trust Charitable Lead Trust Plan By Age Under 40 40-54 55-69 70+ Under 40 The best gift options for you: Gift of Cash Outright Gift of Appreciated Securities Donor Advised Fund Gift in Your Will or Living Trust Beneficiary Designations 40-54 The best gift options for you: Gift of Cash Outright Gift of Appreciated Securities Donor Advised Fund Gift in Your Will or Living Trust Beneficiary Designations 55-69 The best gift options for you: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Charitable Gift Annuity Beneficiary Designations Real Estate Charitable Remainder Trust Charitable Lead Trust 70+ The best gift options for you: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Charitable Gift Annuity Beneficiary Designations Smart Giving From Your IRA Outright Gift of Life Insurance Real Estate Charitable Remainder Trust Charitable Lead Trust Plan By Assets Cash Appreciated Securities Retirement Plan Assets Life Insurance Real Estate Donor Advised Funds Cash Most popular ways to give this asset: Gift of Cash Gift in Your Will or Living Trust Charitable Gift Annuity Donor Advised Fund Charitable Remainder Trust Charitable Lead Trust Appreciated Securities Most popular ways to give this asset: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Charitable Gift Annuity Donor Advised Fund Charitable Remainder Trust Charitable Lead Trust Retirement Plan Assets Most popular ways to give this asset: Beneficiary Designations Smart Giving From Your IRA Charitable Remainder Trust Donor Advised Fund Life Insurance Most popular ways to give this asset: Outright Gift of Life Insurance Beneficiary Designations Real Estate Most popular ways to give this asset: Real Estate Gift in Your Will or Living Trust Charitable Gift Annuity Charitable Remainder Trust Charitable Lead Trust Not Sure How to Begin? To get started, answer a few simple questions . Not Sure How to Begin? I am most interested in making a gift to AARP Foundation that: Question 1 Option 1 Allows me to see my gifts in action during my lifetime. Question 1 Option 2 Leaves a legacy at AARP Foundation and will benefit our mission after my lifetime. The financial benefit that most interests me is: Question 2 Option 1 Obtaining an income tax deduction. Question 2 Option 2 Eliminating or reducing capital gains tax. Question 2 Option 3 Giving without affecting my disposable income. Question 2 Option 4 Creating a secure financial future for my family. The financial benefit that most interests me is: Question 3 Option 1 Receiving regular payments for myself, my spouse, or a loved one. Question 3 Option 2 Retaining flexibility and control of my assets. Question 3 Option 3 Saving on estate taxes. Question 3 Option 4 Obtaining an income tax deduction. You should consider: An outright gift of cash An outright gift of appreciated securities An outright gift of real estate An outright gift of tangible personal property Creating a donor advised fund You should consider: A gift of appreciated securities A gift of appreciated real estate A gift of appreciated tangible personal property Creating a donor advised fund with appreciated assets You should consider: A gift of appreciated securities A gift of real estate A gift of life insurance A gift of tangible personal property You should consider: Creating a charitable lead trust You should consider: Creating a charitable gift annuity Creating a charitable remainder trust You should consider: A gift in your will or living trust Naming us beneficiary of your retirement plan assets, life insurance, bank accounts, or investment accounts A gift of a retained life estate You should consider: A gift in your will or living trust Naming us beneficiary of your retirement plan assets, life insurance, bank accounts, or investment accounts Creating a charitable remainder trust A gift of life insurance You should consider: Creating a charitable gift annuity A gift of life insurance A retained life estate Creating a charitable remainder trust Have a Question? 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