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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

Donors Make a Difference

George "Cookie" Reed-Dellinger, Kogod/BSBA '69, Kogod/MBA '71: Former Student-Athlete Giving Back to AU Athletics
George Reed-Dellinger

Beginning with the 1976 Olympic Games in Montreal and extending through last summer in Rio, George "Cookie" Reed-Dellinger has experienced 14 Olympics (and his plans are already underway to attend the 2018 Winter Olympics in Korea). It is no surprise, then, that athletics also played a significant role in his American University experience. Continue

Ruth Meixner-Bird, CAS/MA '62: Paving the Way for AU Studio Arts Students
Ruth Meixner-Bird

Like many young people before her and scores after, Ruth Meixner-Bird moved to Washington, DC, in the 1950s with sights set on a career in the federal government. Soon after her arrival in DC, however, Meixner-Bird began taking graduate classes in painting and art criticism at American University. Continue

Sue Headlee, CAS/PhD '86, and Jeffrey Reiman: Supporting Faculty and Students for Generations to Come
Sue Headlee and Jeffrey Reiman

What began as a donation of a garden to the economics department has turned into a legacy of giving for Sue Headlee and her husband Jeffrey Reiman, both professors emeritus in the College of Arts and Sciences. Continue

Carmen Neuberger, CAS/MED '73, CAS/EDD '77, WCL/JD '83: Devoted to Enhancing Student Life on Campus
Neuberger

Alumna (three times over) and longtime administrator—Carmen Neuberger's connections to American University run deep. The mother of five daughters, Neuberger received a returning woman's fellowship in 1972 to pursue her master's degree in student personnel and higher education while working in the international student office and then with the vice provost for academic administration, Nina Roscher. Continue

Royelen Lee Boykie, SPA/BS '80: A Bright Future Starts at AU
Royelen Boykie

When Royelen Lee Boykie toured American University's campus during her senior year of high school, she found AU inviting and, given its close proximity to the heart of government, exactly where she wanted to spend her college years. Continue

George Collins, Kogod/MBA '70, and Maureen Collins: An Investment in Kogod Faculty and AU's Future
George and Maureen Collins

A graduate business degree—earned while working fulltime— helped rocket George Collins’s career in asset management to new heights, culminating in a 13-year tenure as chair, president, and CEO of T. Rowe Price, one of the nation’s largest investment companies. Under his stewardship, the Baltimore-based firm’s assets increased from $17 billion to $80 billion and the number of funds tripled from 23 to 68. Continue

Ted Ringelheim, CAS/BA '68: AU Eagles Benefit from Fan's Generosity
Ted Ringelheim

Ted Ringelheim is perhaps busier in retirement than he was during his working days, and American University remains an important part of his social calendar. Ringelheim has demonstrated his appreciation for his alma mater by establishing an endowed scholarship for students pursuing a degree in history, as well as a fund that provides student-athletes training in financial literacy and social etiquette. Continue

Howard Lee, SPA/BA '69, WCL/JD '73: Enabling Students to Pursue Their Passions
Howard Lee

A veteran of the George H.W. Bush administration and former staff director for the U.S. House of Representatives, Howard Lee believes it is his duty to help safeguard the academic integrity of independent, private institutions. He has created three awards to help American University students cover their academic expenses, helping relieve the burden of student debt and better prepare AU Eagles to pursue their passions. Continue

Lillian K. Abensohn: Promoting Dialogue in a Global Context
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For more than a decade, Lillian K. Abensohn has been a stalwart advocate of American University's Center for Israel Studies. Lillian values the center's mission to celebrate, examine, and interpret the rich landscape of Israel as a nation and a people through multidisciplinary study. Continue

Virginia A. McArthur: Ensuring a Bright Future for WAMU
Virginia-McArthur

A longtime supporter of WAMU, Virginia A. McArthur leverages her expertise for the station's benefit as a member of the development advisory council, on which she's served as vice chair since 2010. She has also established an endowed fund at WAMU and named the station among the beneficiaries of her estate. Continue

Loren Danielson, Kogod/BSBA '80, and Jamie Danielson, CAS/BA '81: Alumni Couple Supports AU Athletics
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Loren and Jamie Danielson's connections with the American University community run deep, and they speak of their alma mater as others might an extended family. The Danielsons have supported AU Athletics for more than 30 years and have made provisions through their estate plans to ensure the lasting quality of AU wrestling. Continue

Dorothy Toth Beasley, WCL/LLB '64: Empowering Students' Aspirations for Public Service
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Dorothy Toth Beasley honors a legal career made possible by financial assistance. She established the Stephen and Beatrice Dodd Toth Endowed Scholarship Fund to honor her parents and support American University Washington College of Law students interested in public service. Continue

eBrochure Request Form

Please provide the following information to view the brochure.

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.