Skip to Content

Planned Giving

 
 

Questions?

  • Please contact Seth Speyer, Executive Director of Planned Giving at 202-885-3411 or speyer@american.edu.

  • Office of Development and Alumni Relations
    4400 Massachusetts Avenue NW
    Washington, DC 20016

     

 
Mailing Address

Turn Your Generosity into Income

Charitable Gift Annuities

You don’t have to choose between your philanthropic goals and financial security when making a gift to American University. A Charitable Gift Annuity (CGA) allows you to support AU while receiving fixed payments for life. Furthermore, a CGA can provide you with a variety of tax benefits, including a federal income tax charitable deduction.

Delay Your Payments

If you are younger than 60 or don't need to receive payments immediately, you have the option of setting up a Deferred Gift Annuity (DGA). This type of gift allows you to delay receiving payments until a later date—such as when you retire. To learn more, download our complimentary guide Plan for Retirement With a Deferred Gift Annuity.

Please provide the following information to view the brochure.

eBrochure Request Form

Please provide the following information to view the brochure.

See How It Works

Learn How to Fund It

You can use the following assets to fund a charitable gift annuity:

Calculate Your Benefits

Submit a few details to see how a charitable gift annuity can benefit you.

See My Benefits

  1. Contact Seth Speyer, Executive Director of Planned Giving at 202-885-3411 or speyer@american.edu to discuss how creating a charitable gift annuity with American University can benefit both you and the university.
  2. Seek the advice of your financial or legal advisor.
  3. If you include AU in your plans, please use our legal name and Federal Tax ID.

    Legal Name: American University
    Address: 4400 Massachusetts Avenue, NW, Washington, DC 20016
    Federal Tax ID Number: #53-0196549

A charitable bequest is one or two sentences in your will or living trust that leave to American University a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to American University [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to AU or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to AU as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to AU as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and AU where you agree to make a gift to AU and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.