The federal estate tax can take approximately 40 percent of your estate at the time of death. While none of us likes to think in these terms, it is important to do some planning with your financial planner and trust attorney now to determine your best course of action. We hope you will consider a charitable bequest to the Asthma and Allergy Foundation of America (AAFA) in your will, which will benefit AAFA and help your heirs avoid significant tax penalties at the same time.
AAFA can also provide information on life income gifts such as charitable remainder unitrusts or charitable remainder annuity trusts, which actually provide more than five percent in annual income to you while offering you the opportunity to make a major gift to AAFA. Please contact our Development Manager at firstname.lastname@example.org or 202-466-7643, x238 if you would like more information on how you can possibly avoid paying capital gains tax, increase your dividends from stocks and other sources, AND help AAFA with a major contribution!
AAFA recommends you consult with your certified financial planner and/or trust and estate attorney before making any planned giving arrangements.