Wills and Living Trusts

The Easiest Way to Make an Impact

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Interested in helping American University with our mission in a simple, lasting way or prefer to consider long term strategies for supporting AU without giving up your assets today? A flexible and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest.

By including a bequest to AU in your will or living trust, you are ensuring that we can continue our mission for years to come.

AU Beneficiary Designation Instructions

Watch How It Works

Video contains text and narration about bequests. Charitable bequest, also known as a gift through your will or trust. It sounds a bit regal, but actually a bequest is well within reach for all of us. It's simply a gift through your will or trust and it's the easiest way for you to support our mission and make a lasting statement about what matters most to you Money, securities, property, gifts through your will can come in all shapes and sizes well, just about. The point is, you don't have to be a king or queen to make a big difference. Large or small, the most meaningful gifts come from people like you who deeply care about the work we are doing and want to ensure it continues well into the future. Providing for our organization in your will or trust won't cost you a penny, or even a crown jewel, during your lifetime. You'll have complete control over your assets, and you can change your gift at any time. After your lifetime, if your state is subject to estate tax, your gift is entitled to an estate tax charitable deduction for the gift's full value. And when we eventually benefit from your final act of generosity, we'll hold your legacy in the highest esteem. Because you are, and always will be, royalty to us. Want to learn more about how you can continue to do noble deeds even after you're gone? Download our brochure, A Guide to Making Your Will, from this webpage, or contact us directly. We're happy to answer your questions and will help you take care of the details, even polishing your crown. The information in this material is not intended for tax or legal advice. Please consult with your professional advisor before making a gift.

Putting Planning into Action

Loren Danielson, Kogod/BSBA '80, and wife Jamie, CAS/BA '81

Loren and Jamie Danielson

Loren Danielson, Kogod/BSBA '80, and wife Jamie, CAS/BA '81, speak of American University as others might extended family. It's an apt comparison: the couple's connections to the AU community run deep.

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Loren joined AU's wrestling program after being recruited by School of Education, Teaching, and Health professor Robert Karch, who grew from coach and mentor to family friend. Loren, a business administration major, met Jamie, an education and psychology major, in a humanities course. With help from fellow wrestler and AU trustee Alan Meltzer '73, Loren landed his first job at investment firm Ferris & Co.—now RBC Wealth Management in Washington, D.C., where he serves as senior vice president. Loren and Jamie, a teacher at the Harbor School, married in 1984 and settled in Bethesda, Maryland, where they raised sons Collin and Matthew. The couple have supported AU Athletics for more than 30 years. They attend nearly every home match and make regular, annual leadership donations to the wrestling program.

Over the years, they've come to know many wrestlers personally. "They're great kids; they work hard—academically and as athletes," says Loren. "In getting to know AU's student-athletes, you can't help but want to support them." In addition to their annual support, the couple have made provisions in their charitable estate plans to establish the Loren and Jamie Danielson Endowment. Their generous gift will ensure the lasting quality of AU wrestling: a program that's already produced one national champion and 16 All-Americans.

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 bequests or to chat more about the different options for including AU in your will or estate plan.
  2. Seek the advice of your financial or legal advisor.
  3. Download our bequest language.
  4. 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

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4400 Massachusetts Avenue NW Washington, DC 20016