Commercial Annuities

A Smart Gift to Leave to American University

Discover More About Commercial Annuities

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Like retirement plan assets, commercial annuities provide for tax-deferred growth while the owner is living. Because distributions from commercial annuities are subject to income taxes, they are often considered among the best assets to leave to charity. Due to our tax-exempt status, American University can receive your commercial annuity completely tax-free. The best way to give a commercial annuity in support of our work after your lifetime is to name us as beneficiary.

Making this gift is as simple as updating your beneficiary form with your bank or insurance company. You can designate us as the primary beneficiary for a percentage or specific amount. You can also make us the contingent beneficiary so that we will receive the balance of your policy only if your primary beneficiary doesn’t survive you.

An Example of How It Works

Fund Your Donation With:

Gifts That Pay

Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.

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Not Sure How to Begin Planning?

Our comprehensive estate planning kit will save you time, protect your assets and help you establish your legacy.

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Next Steps

  1. Contact Seth D. Speyer at 202-885-3411 or speyer@american.edu for additional information on commercial annuities.
  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

Contact Us

4400 Massachusetts Avenue NW Washington, DC 20016