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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

Devoted to Enhancing Student Life on Campus

Carmen Neuberger, CAS/MED '73, CAS/EDD '77, WCL/JD '83

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.

Over the next 14 years, the Philippines-born Neuberger advanced both her education and her career at AU. She earned a doctorate in education and a law degree from the Washington College of Law. In 1977, she was named dean of students, overseeing student conduct and activities, multicultural affairs, and wellness programs. A decade later, she was named acting vice president of Campus Life. "My education and work at AU went hand in hand; one enabling the other, providing context and meaning to both," says the Washington, DC, resident.

To ensure all new students make a smooth transition from high school to AU, Neuberger created the university's summer orientation for students, known today as Eagle Summit. Now retired after leadership stints at Dickinson College, George Washington University, and the American College Personnel Association, Neuberger wanted to further enhance student development at AU and to assist those who might not otherwise be able to participate in Eagle Summit. Through current support and a provision in her estate plans, Neuberger established a travel grant for students needing financial assistance to attend. She has also supported WCL over the years and named the law school a charitable beneficiary in her will.

"Carmen's generosity will ensure that first-year students at AU have the opportunity to participate in Eagle Summit, which helps them connect with classmates and develop an understanding of college life before classes begin—activities that strongly contribute to first year success,"said Gail Hanson, former vice president of Campus Life. "Her dedication to AU students will be deeply felt for years to come."

This article originally appeared in the March 2016 issue of American magazine.

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 give to American University, a nonprofit corporation currently located at 4400 Massachusetts Avenue, NW, Washington, DC 20016, or its successor thereto, ______________* [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 potential 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 may qualify for a federal income tax charitable deduction when you itemize. 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 may qualify for a federal income tax charitable deduction when you itemize. 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.