Thank you for your interest in AARP Foundation. Our hope is to serve you and your family with helpful information. For more information, contact the Office of Gift Planning at 800-775-6776 or email: plannedgiving@aarp.org
AARP Foundation programs and legal advocacy efforts address issues that affect people age 50 and over on a daily basis, as well as emerging trends that will affect people more and more as they age. (More) Click Here
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance through our Wills Guide Videos. Click here to learn more.
Weekly Article
The Five-Percent Solution Winding my way down Baker Street to 221B, I found a flat that consisted of a couple of comfortable bedrooms and a single large airy sitting-room that was cheerfully furnished and illuminated by two broad windows. More ...
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
Sale and Unitrust Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.
The Retirement Unitrust Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.
Part Gift and Part Sale Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.
Current Gifts As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
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Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact plannedgiving@aarp.org.
If you are a professional advisor, you may take the following steps on this site.
Winding my way down Baker Street to 221B, I found a flat that consisted of a couple of comfortable bedrooms and a single large airy sitting-room that was cheerfully furnished and illuminated by two broad windows. 
