By including AEI in your will, you guarantee that this unique institution continues to fulfill its mission into the future and reduce the taxable portion of your estate by the full amount of your gift. You may make a bequest to AEI by preparing a new will or by adding a codicil to your present will. To make certain that your exact intentions are carried out, wills and codicils should be prepared by or with the advice of your attorney.
Unrestricted bequests permit AEI to use your gift wherever it is most needed; restricted bequests underwrite AEI activities in areas of greatest interest to you.
Suggested language for making an unrestricted endowment bequest:
"I give [the sum of ________ dollars] [all or _________ percent of the residuary of my estate] to the American Enterprise Institute, 1150 17th Street, N.W., Washington, D.C., for the AEI Guarantors Fund, a general endowment."
Suggested language for a specific purpose:
"I give [the sum of _________ dollars] [all or ___________ percent of the residuary of my estate] to the American Enterprise Institute, 1150 17th Street, N.W., Washington, D.C., for the following purpose: [state the purpose]."
Retirement account assets such as IRAs, 401(k)s, Keoghs, HR-10s, 403(b)s, and ESOPS are a particularly attractive way to support AEI. Left to your estate or to an individual who is not your spouse, these assets are subject to estate, income, and other transfer taxes that often exceed 75 percent. By designating AEI as the recipient of any benefits remaining in your retirement plan, the bequest will escape both estate and income taxes, leaving a greater share of your estate for your heirs.
Other ways to give:
For further information contact Nicole Ruman Skinner, AEI's director of marketing, at 202-862-7189 or development@aei.org.
Back to Planned Giving.
