Planned Giving – Bequests

One key feature of planned giving is the ability to provide benefits to you as well as AAO-HNS foundation, as part of a sound overall financial plan. Planned giving provides you with a way to make a significant charitable gift and create a permanent legacy and ensure the future of the specialty for generations to come.

Planned-giving arrangements can: 

  • Reduce your taxable estate without any immediate expenditure. You can include bequest intentions in a will or a living trust or make AAO-HNS foundation a beneficiary of a life-insurance policy or a retirement-fund account.
  • Provide you with an immediate income tax deduction as well as a lifetime stream of income at attractive rates. Such planned-giving options include charitable gift annuities, deferred gift annuities and charitable remainder trusts.

There are many ways to make a planned gift in support of AAO-HNS foundation, that can be either immediate gifts or long term gifts such as:  

  • Immediate Gifts:
    • Appreciated stock
    • Bonds
    • Charitable trusts
    • Real estate, including a residence, vacation home, or investment property
    • A paid-up life insurance policy
    • A tax-free transfer from an IRA
  • Planned Gifts:
    • Bequest to AAO-HNS Foundation through a will or living trust
    • Life income gifts, such as charitable gift annuities and charitable trusts
    • Naming AAO-HNS Foundation as the owner/beneficiary of a life insurance policy
    • IRA as a charitable bequest

For more information, please contact:
AAO-HNS foundation Development Staff
Phone: 703-535-3775
Email: [email protected]

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