In 2012, the American Academy of Matrimonial Lawyers Foundation established the Planned Giving program to give donors the ability to support the Foundation by making planned gifts by trust, will or by other means. Planned gifts help create a legacy for the Foundation and ensure long term support of its goal of protecting children and families.
With a planned gift of $10,000 or more, you can establish your personal legacy by becoming a member of the Planned Benefactors Society. Becoming a member of the Planned Benefactors Society provides you the immense personal satisfaction of having supported your Foundation and the children who receive its support, as well as receiving the deserved recognition of your peers. Your name will be listed on the Planned Benefactors Society plaque and will be recognized at Foundation events and published to AAML Fellows in the Newsletter and elsewhere.
Making a planned gift is easy to do and can be accomplished in many ways. Since the Foundation does not provide tax advice, we strongly encourage anyone planning to make a planned or legacy gift to seek the advice of an estate planning attorney or financial advisor. If you don’t have one, we recommend the American Academy of Estate Planning Attorneys, www.aaepa.com. Some of the different giving options are:
- Bequest in Will
- Revocable Living Trust
- Outright Gift of Cash
- Outright Gift of Securities
- Gift of Life Insurance
- Gift of Retirement Assets
The first step is to make a pledge to the Foundation of your gift by completing the Planned Giving Pledge Card. For additional information on making a planned gift, please read Suzanne Harris’ article, “Stand Up For The Foundation”. If you have any other questions about planned giving, please contact Suzanne Harris or Anita Rodarte of the Planned Giving Committee.
What a better way to help protect children and families for years to come than make a gift with lasting benefits!