Planned Giving
Planned giving is a unique way to support The American Institute of Stress and provides the promise of education, research and information that only AIS can provide. Bequeathing a portion of your estate to the institute can secure a gift for AIS in the future while not impacting your finances today. A variety of opportunities to give using assets, trusts, and bequests exist and the Development Office can support any wish to consider a gift in this way.
The Future Is What You Make It!
In considering your plans for this year and far into the future, you may not only be thinking about how to help your family and save on taxes, but also how you might benefit our charitiable organization. Here are a few common comments and questions we receive and the opportunities they present.
“I read what the instituttion needs, but I’ll need all I’ve got to make it through the next few years, what with taxes, healthcare and nursing home costs eating up money.” Opportunity: Bequest of cash
” I would like to create a scholarship endowment in memory of my father, and I have a ranch the kids don’t want or need.” Opportunity: Bequest of real estate
” My husband and I have some low dividend-paying stock that’s grown in value; we would like to have a higher income from it and also help the institute with research and program development.” Opportunity: Charitable remainder gift annuity or charitable remainder trust
“What is the use of that old whole life insurance policy? It gave me a sense of security when my children were still at hime. But now my family’s gone, and I’m in good financial shape. Maybe the Institute could use it?” Opportunity: Name the Institute beneficiary and owner of the policy with paid premiums.
” I am recieving a ton of gas royalty income and getting taxed to death onit, but I would like to give my mineral interest to my grandkids down the road and fund better programs and initiatives for the Institute now.” Opportunity: Charitable lead trust
Selye Society
…honoring family and friends who have made planned gifts
In 2011, The American Institute of Stress announced the formation of the Hans Selye Society, dedicated to honoring those “family members” who have remembered AIS in their estate plans. While the type and the size of the planned gifts vary, we honor the spirit of giving.
Although a planned gift may provide significant tax savings to the donor, the majority of planned gift decisions are made out of devotion and commitment to AIS, rather than with regard to tax consequences.
Members of the Selye Society will receive a granite plaque acknowledging their gift which is suitable for placement at the memorial site.
There are many ways to make a planned gift to The American Insitute of Stress. Some are very simple. Others are more complex. The following are only a few examples.
Gifts Through Your Will
Retirement Plan Beneficiary
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Life Insurance
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Charitable Remainder Unitrust
Charitable Lead Trust
Memorials and Honorariums
A memorial or honorary donation to The American Institute of Stress is a thoughtful way to commemorate a special occasion, pay tribute to a person who has made a difference in your life, or remember a loved one.
AIS recommends that you discuss with your attorney and/or financial advisor(s) the best method of making a planned gift. Your advisor(s) can help you identify gift options that best suit your financial goals and your family’s needs. The American Institute of Stress respects the desire to make a lasting gift to the institutel as a very personal decision, and believes that every gift matters. Everyone can be a philanthropist at AIS.
Estate planning can be a time consuming task, but your investment in the process can be beneficial to your family and The American Institute of Stress. The institue’s Director of Development, would be happy to discuss planned giving opportunities with you and/or your advisors.
If you have already made AIS a part of your estate plans, the institute would appreciate learning of your plans for its future and honor you in the Hans Selye Society.
Contact giving@stress.org to discuss your planned giving.
