Planned Giving

About

Planned Giving Opportunities at the American Association for Health Education

Making a significant donation to your professional association can be one of the most rewarding experiences of your life. A lasting legacy to the field of health education can ensure that the mission of the American Association for Health Education (AAHE) remains strong. Consider what your legacy should be and talk with your financial advisor about making a lasting gift to AAHE.

Here's some information to help you get started.

What is "planned giving"?
The term refers to charitable giving that is planned ahead of time. These gifts can be advantageous to you as the donor by providing significant tax benefits and/or income for life and at the same time providing a gift to your professional association. A variety of methods used to make these gifts range from simple bequests made in wills to setting up charitable trusts.

Benefits of planned gifts:

Increase current income for the donor or others
Reduce the donor's income tax
Avoid capital gains tax
Pass assets to your family at a reduced tax cost

Types of planned gifts:

Bequests—the simplest and most common of all planned gifts that allows you to support AAHE through your will
Outright Gifts—gifts of cash or securities given to AAHE for immediate use
Retirement Assets—assets accumulated through your retirement plans can benefit AAHE and reduce your tax burden
Life Insurance Gifts—policies with a large cash value are a great way to support AAHE without tapping resources you or your heirs may need
Charitable Income Trusts—many different trusts allow you to give financial considerations for your family as well as for a charity like AAHE whether for a set period of time or in the future
Charitable Lead Trusts—allows assets to grow over a period of time while at the same time giving contributions to an individual or a charity such as AAHE

The AAHE Heritage Fund

Donors who make substantial gifts to support AAHE, are inducted into a special recognition circle called the AAHE Heritage Fund. Heritage fund donors are identified through an annual appeal of all members. In addition, individuals may wish to donate for a specific purpose. AAHE Heritage Fund Donors can choose to remain anonymous, or be listed as a member of the AAHE Heritage Fund donor circle. From time to time donors are encouraged to tell their story as to why they believe so deeply in the advancement of the health education profession.

AAHE thanks all of its current Heritage Fund donors and looks forward to welcoming you into this special recognition circle.

Please contact us if you wish to make a donation or have questions about the AAHE Heritage Fund.

Learn What Others Have Done for AAHE and the Profession

Becky Smith, Executive Director AAHE/AAHPERD (800)-213-7193 ext. 441 bsmith@aahperd.org