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Gift Planning
confidential
estate organizer
Discover our most popular estate planning tool
Our Confidential Estate Organizer helps you collect and organize your personal information, simplifying the planning process and putting you in control. Go
Planning
WITHOUT CHILDREN
Explore estate planning options if parenting is not part of your lifestyle
My Unique Opportunity is a workbook that leads you through decisions you must make, provides tools you can use to craft a thoughtful estate plan if you have no children or grandchildren, and assists you with legal, financial and health care issues. Go
charitable
legacy workbook
Define a legacy that will impact others for years to come
Our Charitable Legacy Workbook is a planning tool that can help you incorporate charitable giving into your uniquely personal legacy. Go
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Maintaining Control of Healthcare Decisions
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Your Guide to Microgiving
Charitable giving in the Internet age is much more democratic, much more social and much more personal. Read
Welcome to
Gift Planning
Discover Ways to Give & Save
Gifts to AARP Foundation can take multiple forms and can help you address your personal financial goals and dreams. Do you want to make a significant gift during your lifetime, or would a gift as part of your estate work better? Do you have a particular asset that you are thinking of donating? Do you want to increase your retirement income, or is your primary goal estate preservation? Are you carrying surplus life insurance or a large balance in your retirement plan?
Here are some places to start as you consider ways to support you, your loved ones and AARP Foundation all at the same time:
Gift and Estate Planning Resources
Include AARP Foundation in Your Will
Get the information you need and sample language you can use to support AARP Foundation through a bequest. Read
Take Control of Your Estate Planning Process
The Lasting Legacy Educational Series will help you simplify and take control of your future by creating the documents you need to ensure your wishes are fulfilled and your legacy is lasting. Read
For Attorneys and Professional Advisors
Our team assists donors and their advisors in finding a gift plan that achieves their philanthropic goals in the most tax-wise way possible. Read
Stay in control by keeping your plan current.
Download and print our Estate Plan Makeover checklist and view 31 different life changes that suggest it's time to update your plan. Read