Planned Giving
Imagine a world where every autistic child receives the health care they need when they need it, where every autistic student has access to quality education, and where every autistic adult can find employment and the meaningful life they want. By including planned giving in your philanthropy, you can play a pivotal role in shaping this vision of a better world.
Benefits to You
- A planned gift carries on your legacy and values.
- A planned gift can provide financial benefits like tax deductions, capital gains savings, and income streams depending on the method chosen.
- A planned gift makes a difference in autistic people’s lives for years to come.
Benefits to the Autism Alliance of Michigan
- Planned gifts provide long-term sustainable support empowering AAoM to plan and grow.
- Larger planned gifts can help support new initiatives and expand existing programs for transformative impact.
- Planned gifts ensure autistic people and the generations to come will have the future they deserve.
Right now, every planned gift received will be included in the Meador Endowment. Your planned gift will also qualify you for membership in the AAoM Legacy Society, a group that honors the generosity of donors who contribute to the Alliance in this special way.
If you have already included AAoM in a bequest or another planned gift, we hope you will let us know and join the AAoM Legacy Society:
Charitable Bequest
One way to make this lasting difference is to leave the Autism Alliance of Michigan a gift, also known as a charitable bequest, in your will or trust. This allows you to start creating your legacy today while maintaining control of your assets in your lifetime.
Simple language you could include for this gift in your will or trust: I give to the Autism Alliance of Michigan, currently located at 26913 Northwestern Hwy #520, Southfield, MI 48033_______________(insert specific dollar amount or percentage) in support of its full mission. Federal tax identification number: EIN 27-0472137.
List As Beneficiary
You can also name Autism Alliance of Michigan as a beneficiary to receive assets including:
- Beneficiary on retirement account
- Beneficiary on life insurance/annuity
- Transfer on death designations for non-retirement bank/investment accounts
Charitable Gift Annuity
This agreement between you and The Autism Alliance of Michigan provides you with an annuity, known as an annual fixed payment for life, in exchange for transferring assets like cash or marketable securities to the organization. You would be entitled to an immediate charitable income tax deduction in the year the gift is made.
Deferred or Flexible Charitable Gift Annuity
A deferred gift annuity provides fixed payments to you for life in exchange for your gift of cash or securities. The payments start on a date you choose that is at least one year after you make the gift.
Charitable Remainder Trust
A charitable remainder trust allows you to give money or property to AAoM while receiving income from the property for life or a set period, with the remaining assets going to the organization when the trust ends. It can be funded with most types of assets.
Charitable Lead Trust
A charitable lead trust enables you to give money or property to a charity on a regular basis, reducing your taxable estate and potentially eliminating federal estate tax liability. After a specified period or upon death, the remaining trust assets pass to you or your designated beneficiaries.
Qualified Charitable Distribution (QCD)
With QCDs, an IRA owner or beneficiary over age 70½ can donate up to $105,000 directly from an IRA to AAoM without being taxed on the distribution, and this can satisfy part or all of the required minimum distribution (RMD). This direct donation avoids the tax bill and may have other financial benefits.
Take the first step towards creating your legacy today. Reach out to Marc Berke, our Chief Development Officer, at marc.berke@aaomi.org to explore your options and start planning the future you want to see.
The information provided here is presented solely as general educational information and is not intended to be a substitute for professional estate planning or legal advice. Please check with your financial planner and/or attorney to see what options work best for you and your family.
The Donor Bill of Rights
AAoM adheres to The Donor Bill of Rights created by the Association of Fundraising Professionals (AFP), the Association for Healthcare Philanthropy (AHP), the Council for Advancement and Support of Education (CASE), and the Giving Institute: Leading Consultants to Non-Profits.