Benefits of Planning in Times of Change
The pandemic has dramatically changed our routines and given us a New Normal that’s been anything but comfortable. But it’s also provided the time for you to take care of to-do-list items that are easy to avoid. Now you have the time for thoughtful financial planning and can learn about legacy giving from the AAUW Legacy Circle Team or revisit your current plan with them.
The top three motivations that AAUW donors cite for making a planned gift are the importance of AAUW’s mission; the belief that AAUW makes a significant impact; and the ability to make a larger gift through an estate gift than is normally possible during the donor’s lifetime.
There are many creative and flexible giving options to help you achieve your vision. Popular options include: a bequest through your will or trust, naming AAUW a beneficiary of your IRA (which may provide tax benefits while benefiting AAUW), and naming AAUW as a beneficiary of your life insurance policy or a bank account.
There are also planned giving options that provide income to you for life and give you an immediate charitable tax deduction for the present value of the gift in the year the gift is made.
To learn more about the benefits of planned giving, please contact Heather Miller, AAUW Advancement Director at firstname.lastname@example.org. Patricia Ross of the AAUW Legacy Circle Team is also available to assist you. You can also find more information on AAUW’s website: https://www.aauw.org/resources/member/support-aauw/leave-a-legacy/. We would be delighted to welcome you to the Legacy Circle—AAUW’s recognition society for our beloved visionaries who are committed to advancing equity for women and girls long into the future.