Gift Planning Leave a legacy of giving
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Legacy Giving

Legacy Giving

There are number of different types of deferred gifts that qualify AAFP Foundation donors as members of the Family Medicine Legacy Society. The following list provides basic descriptions of the planned giving instruments available through the Foundation. Potential donors should consult with a qualified financial planner, attorney or tax accountant to determine which instrument is best for them.

Planned Giving Instruments

  • Bequest
    A provision made in a donor's will, where a charitable organization receives cash and/or other assets at the time of the donor's death.
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  • Beneficiary Designation Gifts
    You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Charitable Gift Annuity
    A legal contract between the donor and the charitable organization, where the donor exchanges cash, stock, or other assets for an agreed upon income for life.
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  • Charitable Unitrust
    Used by a donor to transfer assets to a trust, which ultimately are distributed to the charitable organizations after the death of the last income beneficiary. The donor (and/or income beneficiaries) retains a fixed or variable income for life.
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  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Charitable Lead Trust
    Established by a donor to transfer assets to a trust that provides income to a not-for-profit organization for a period of years. At the end of that period, the trust assets revert either to the donor or to someone else the donor designates (such as the donor's heirs or other beneficiaries).
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  • Sale and Unitrust
    You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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  • Bargain Sale
    We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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  • Give It Twice Trust
    You provide your children with a stream of income while making a gift to charity.
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  • Life Estate Reserved
    You give your property to our organization but retain the right to use the property during your life.
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