Other Forms of Planned Giving

There are many other ways to make a planned gift. These include:

Securities
Due to tax considerations, donors can often give more at no greater cost to themselves, by giving securities (stocks, bonds, etc.). Mutual fund shares can also be given with the same beneficial effect.

Bank Account or Certificate of Deposit
When you open a bank account or set up a CD, you can name the ASHFoundation as a beneficiary. Your banking institution can provide a beneficiary designation form.

Life Insurance
You may name the ASHFoundation as the direct beneficiary of all or part of your life insurance policy, or as a co-beneficiary or contingent beneficiary. You may also donate your paid-up life insurance policy to the Foundation, or name the Foundation as a beneficiary of an annuity.

Real Estate
You may make a gift of real estate. The property is assessed at its full market value at the time it is given to the charity, and tax deductions are calculated based on property and interest value formulas.

Retirement Plans
You may designate the ASHFoundation as the final beneficiary of a company pension or profit-sharing plan of a private fund (for example, an IRA or Keough), saving your estate both income and estate taxes.

Life Income Funds
It may be possible to plan a substantial gift to take effect later while receiving periodic payments of income from the assets that will eventually come to the Foundation. Charitable remainder trusts and pooled income funds are examples of these planned gifts.

These types of gifts can be made during your lifetime or planned for in your will. Due to the complexity of these giving mechanisms, the Foundation recommends consulting an attorney or qualified estate planner to determine the approach that best meets your needs and intent.

The ASHFoundation is a 501(c)(3) nonprofit organization under the regulations of the Internal Revenue Service. All contributions to the Foundation are tax-deductible to the extent provided by law.