Planned Giving - What Are the Benefits to You?

Gift planning with the AARP Foundation can significantly affect your life while you also help the most vulnerable in our country:

• Special charitable instruments can increase your personal income particularly when money markets and CD rates are depressed
• Income and capital gains can be reduced or eliminated, especially related to appreciated stocks and real estate
• Estate taxes can be reduced
• Real estate can be exchanged for a lifetime income
• The principal advantage of donating retirement plan assets is the possible avoidance of income taxes as well as estate taxes.
• The satisfaction of supporting the AARP Foundation's critical goal to help older persons maintain their independence and dignity and to stay in charge of their lives as they age.
• The enjoyment of being invited to join the Heritage Society. This honorary giving society recognizes those who have made gifts to the AARP Foundation.

To explore the benefits of gift planning, the AARP Foundation offers a unique gift calculation tool that may be very helpful to you and/or your advisors. It is a simple way for you to view an illustration of a gift annuity, a charitable unitrust, a charitable annuity trust, a sale and unitrust or gift and sale.