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2006 Proceedings Book

Planned Gift

Naming the AAEP Foundation as a beneficiary in your will, trust, life insurance, or retirement plan provides a lasting legacy.

It’s a simple - very significant - way to support the work of the Foundation and future generations of the veterinary profession.

It can also be a practical addition to your estate plans. These thoughtful gifts can help you achieve your financial – as well as your philanthropic – goals.

Bequests

Gifts from bequests, trusts or other instruments may be unrestricted or designated for a purpose that holds special meaning for you and your family. They may be for a specific amount or in the form of a residual bequest. The Foundation staff can provide suggested wording for you to share with your professional advisors.

If you make a planned gift, please let us know so that we may thank you for your foresight and generosity. Of course, requests for anonymity are honored.

Add the AAEP Foundation as a beneficiary of your will, trust, paid-up life insurance policy, or retirement plan. -- These gifts are not payable until death. Donors have the comfort of knowing that they can amend or revoke a charitable bequest if their circumstances or family needs change. A bequest like this is a gift that costs the donor nothing during his/her lifetime.

Gifts of Property

Other planned gifts also create opportunities for supporting the work of the AAEP Foundation.

Consider a gift of real estate – Gifts of vacation homes, land, personal residences, and other property that have been held for more than one year and have appreciated in value can be ‘tax wise.’ There are also ways to donate a personal residence or farm and retain the right to live on and use the property for a term of years or the rest of your lifetime. This arrangement, called a retained life estate, allows you to deduct a portion of the fair market value on you income taxes and removes this asset from your taxable estate, thus potentially reducing estate taxes.

Life Income Gifts

Provide a gift plus lifetime income – Charitable gift annuities and charitable remainder unitrusts are two of the ways to support the AAEP Foundation and receive income for your lifetime(s). For example, you can enter a charitable gift annuity with the AAEP Foundation and receive an income tax deduction for a portion of your gift and receive lifetime fixed income at very attractive rates. You can choose to receive income now or defer it until retirement. If you prefer a variable rate of income, a charitable remainder unitrust can be established to provide that.

The Foundation welcomes confidential inquiries to discuss potential gift options and benefits related to Planned Giving options. Please contact us within the U.S. at (800) 443-0177 or (859) 233-0147 or e-mail Jodie Bingham, Foundation development coordinator, at jbingham@aaep.org.

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