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Learn about planned giving

Planned giving is a way for donors to make charitable contributions that help both the Foundation and the donor. With help from a financial advisor, gifts of cash or other valuable assets such as real estate can provide donors with tax benefits as well as lifelong income. Recognizes confirmed gifts such as bequests and life insurance or retirement plan beneficiary designations.

There are many types of planned gifts including but not limited to:

  • Bequest - Leaving a gift to the AORN Foundation in your will can also leave your heirs a reduction in your estate tax at your death.
  • Gift Annuity - In return for your donation of cash or other assets, the AORN Foundation will provide a fixed payment for life to you or a designated family member.
  • Life Insurance - Opportunity to name the AORN Foundation as a remainder beneficiary in any existing policy, or to transfer a paid-up policy to the Foundation.
  • Charitable Remainder Trust - You and your financial planner can set up a charitable trust that pays you a fixed amount or a percentage of the principal. You can even receive a tax deduction on the income. At the end of the trust term, the AORN Foundation receives the remainder.
     

The AORN Foundation has established the Legacy of Leadership Society. Members have provided for the future of the AORN Foundation through their financial or estate plan. To learn more about becoming a member of the Legacy of Leadership Society please contact the Foundation at 303-755-6300 or foundation@aorn.org.

The information provided is not intended as legal advice. For legal advice, please consult your financial advisor or tax attorney.
 

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