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Foundation

AARP Foundation is dedicated to serving vulnerable people 50+ by creating solutions that help them secure the essentials and achieve their best life. Read

Request Information

It takes time and effort to create an effective plan for the future. We would like to help you by creating a personalized proposal of the gift plan that might best suit your needs and goals. In the meantime, feel free to contact the Gift Planning Team with any questions.

To receive information on how planned gifts can benefit you and your family, just complete the form below and click the Send button. Your request is strictly confidential and non-obligatory.

To protect your privacy, please do not include sensitive personal information in this form. When using this form, you should never submit confidential personal information, such as your social security number.

I'm not sure which gift plan works best for me. Please contact me.

I want to explore gifts that provide income to me and/or my beneficiaries. Specifically, I am interested in the following gift plan(s):
Charitable Gift Annuity
Deferred Gift Annuity
Retained Life Estate
Charitable Remainder Unitrust
Charitable Remainder Annuity Trust
Charitable Lead Trusts
Testamentary Life-Income

I want to explore:
Making a gift of Appreciated Securities
How to make a Bequest
Ways to give Real Estate
Making a gift of Retirement Plan Assets in my estate or during my lifetime
Making a gift with Life Insurance
Gifts of Tangible Personal Property

Gift Amount :
Type of asset:
Date of birth of income beneficiaries (if applicable):
Beneficiary #1
Beneficiary #2 (For charitable remainder trusts, more than two beneficiaries may be designated)

Please send my personal gift proposal by:

U.S. mail Fax Email

(* Indicates a required field)

 

Other Comments



contact GIFT PLANNING

We can help you create a personalized gift that best suits your needs and goals. Request information


Meet the members of the Gift Planning team and contact them with questions or comments. Contact the Gift Planning team

 

The material presented on this website illustrates general concepts and ideas in charitable
gift planning, but is not offered as professional estate planning, legal or tax advice.
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Corporate & Foundation
Donors

AARP
The Atlantic Philanthropies
Attorney General of Washington
The Bill & Melinda Gates Foundation
Caesars Foundation
The Commonwealth Fund
Evangelical Lutheran Church in America
The Hartford Financial Services Group Inc.
Investor Protection Trust
The Jacob & Valeria Langeloth Foundation
The John A. Hartford Foundation
Microsoft Corp.

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