Planned Giving Home

Welcome to AARP Foundation
Planned Giving
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

Important message about IRA distributions Click Here

Wills Guide

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IRA Gift Video

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Benefits For Family and AARP Foundation

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.

Charitable Gift Annuity
James, 83, was a prolific painter for most of his life, using only a palette in his craft. He is blind now due to macular degeneration and cannot pursue his passion. More on Charitable Gift Annuity >>.

Bequests
Joe and Anna have been faithful supporters of the AARP Foundation. They believe it is important to support and encourage the AARP Foundation mission. More on Bequests >>.

Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.

Double My CD Return
Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Double My CD Return >>.

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.

Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience.

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.