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Ways of Making a Gift to AAA in Your Will or Trust
There are several ways to support the future of anthropology by making a gift to the AAA through your will or trust.
The following types of gifts allow you to designate how your estate will be distributed.
You describe exactly what you want to leave to a specific individual or organization and the designated source. If you want to leave a specific dollar amount from a specific source or a particular item (such as an antique or collector's item), this is the type of bequest that you would use.
Example: June states in her will: "I leave my stamp collection to my grandson, Gregory. I also leave my securities to AAA."
This type of bequest does not specify the source from which it should be paid. This gives your executor the flexibility to honor the bequest from any available source.
Example: Sarah states in her will: "I leave $50,000 to my nephew, Thomas."
This type of bequest is honored after all other bequests have been made, and all debts, expenses and taxes have been paid.
Example: Elaine states in her will: "I give all the rest, residue and remainder of my real and personal estate to AAA."
This type of bequest is fulfilled if certain conditions are met. For instance, if your primary beneficiary does not survive you, you can indicate your next choice through a contingent designation.
Example: Stephen states in his will: "I give all the rest, residue and remainder of my real and personal estate to my wife, Joan, if she survives me; if not, then 50 percent in equal shares to my children who survive me and 50 percent to AAA."
Suggested Legal Language
If you are considering making a charitable gift to the American Anthropological Association in your will or trust, please use the following language:
“I give to American Anthropological Association, a DC corporation with its principal offices at 2300 Clarendon Boulevard, Suite 1301, Arlington, VA 22201, (the sum of $_____) (all or _____ percent of my residual estate) to be used for its general purposes.”
Other essential information for your attorney or estate planner
Name and address of the organization:
American Anthropological Association
2300 Clarendon Boulevard, Suite 1301
Arlington, VA 22201
Phone: (703) 528-1902
Fax: (703) 528-3546
Tax ID number: 53-0246691
Tax Status: Not-for-profit 501(c) (3) corporation
Relationship: Non-profit organization
American Anthropological Association Planned Giving Office Contact Information:
Elaine Lynch (703) 528-1902 ext. 1166
The information above can also be used if you are making American Anthropological Association a beneficiary of an insurance policy, retirement or financial account.
Let Us Know Your Plans:
If you have included American Anthropological Association in your estate plans, please let us know at (703) 528-1902 or firstname.lastname@example.org. We would like to thank you for your generous gift and commitment to the Association.