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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

Recognizing Generous Foresight

The Helen Palmer Kettler Society

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The Helen Palmer Kettler Society was established in 1990 to recognize individuals who have included American University in their estate plans by naming the university as a beneficiary (revocably or irrevocably) in their will or of their life insurance, charitable gift annuity, charitable trust, or other such asset.

Individuals who include American University in their estate plans and make their intentions known to the university are invited to become members of the Helen Palmer Kettler Society. Mrs. Kettler, a scholarship student who came to AU in 1935, cherished the role meaningful higher education plays in individual advancement. Her landmark estate gift established a continuing legacy of support for scholarship at the university.

Show Your Commitment to AU

Members of the Helen Palmer Kettler Society have made a lasting commitment to American University through these channels:

  • gift by will
  • testamentary life income gift
  • charitable remainder trust
  • charitable gift annuity
  • charitable lead trust
  • life insurance policies
  • gift of retirement funds

AU EXTENDS THE FOLLOWING PRIVILEGES TO HPKS MEMBERS:

  • Recognition in prominent university publications (anonymity requests respected)
  • Invitation to special AU events in Washington, DC and around the country
  • Reserved and priority seating at all university events and functions (please call ahead)
  • Receipt of the university's Annual Report
  • Personalized, professional charitable gift planning consultations with the Director of Planned Giving (upon request)

If you have included American University in your estate plans and would like to be recognized as a member of the Helen Palmer Kettler Society, please contact Seth Speyer, Executive Director of Planned Giving at 202-885-3411 or speyer@american.edu.

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

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.