Your Goals

Your Strategy

Your Benefits

Afford a larger gift to AARP Foundation and avoid capital gains liability

Give appreciated stock or bonds that you have held a year or more

Buy low and give high: make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax

Make a gift for AARP Foundation's future that doesn't affect your cash flow or portfolio now

Put a bequest in your will (cash, specific property, or a share of the estate residue or a designation in your retirement plan or life insurance policy)

Today — a gift that costs you and your family nothing. Tomorrow — tax benefits

Reduce high tax liability now; gain additional income later

Establish a deferred gift annuity

A larger deduction and a higher income rate than other life-income gifts offer

Tap one of the most valuable assets in your portfolio to make a gift that benefits AARP Foundation

Use real estate to make your gift to benefit AARP Foundation

Avoid capital gains tax, receive an income tax deduction and have the option of creating income payments for your life with a charitable remainder unitrust

Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren

Create a charitable lead trust which supports the programs and services of AARP Foundation for a fixed, finite period with the principal going to your heirs

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family

Use a surpluss asset that you can easily give to AARP Foundation

Name AARP Foundation as beneficiary of your retirement plan; leave other assets to family

Eliminate income tax on retirement plan assets; free up other property to pass to your heirs

Turn an asset you no longer need into a meaningful gift

Make a gift of a paid-up life insurance policy

Increase your ability to make a significant gift to AARP Foundation