Legacy/Planned Giving

A legacy gift comes from sources other than current expendable income and is based on total assets. It is generally part of a total estate plan and may take effect during the donor's life or after death.

You can help sustain current and ensure new AAMFT Research & Education Foundation programs by offering a planned gift. These types of gifts can provide the donor with substantial tax savings and deductions and, at the same time, make an everlasting impact on the future of the AAMFT Research & Education Foundation—and the practice and profession of Marriage and Family Therapy.

Because every person's financial and charitable objectives differ, a plan should be customized to meet your specific needs.

Explore your planned giving options by working with a qualified attorney, certified financial planner, or other professional financial planner.   

Gifts by Will

Gifts by will are the simplest kind of planned gift. In his or her will, an individual can choose to leave to a specified recipient a certain sum of money, specific property, or a specified part or percentage of his or her estate remaining after wishes regarding gifts to family and others have been satisfied. 

As you plan for your future and that of your family and loved ones, please remember the role the AAMFT Research & Education Foundation has played in your professional lives.

If you choose to include the AAMFT Research & Education Foundation in your will, please let us know so that we can officially welcome you to our Legacy Leaders, a group of people who have chosen to donate to the AAMFT Research & Education Foundation through a legacy gift. (You will also be included in the Legacy Leaders annual roster of donors, unless you request otherwise.)  

Other forms of Legacy/Planned Giving

There are many other avenues to making a planned gift, including:  

• Securities (including stocks and bonds) 
• Bank account or certificate of deposit 
• Life insurance 
• Real estate 
• Retirement plans 
• Life income funds 

These types of gifts can be made during your lifetime or planned for in your will. Due to the complexity of these giving types, the Foundation recommends consulting an attorney or qualified estate planner to determine the approach that best meets your needs and intent.   

How to Make a Planned Gift

Legal documents should be prepared by an attorney. Please use our legal name, the American Association for Marriage and Family Therapy (AAMFT) Research & Education Foundation (Tax ID 75-1255558) when planning a gift to us.   

If you are interested in leaving a legacy gift to the AAMFT Foundation, please contact the Foundation at foundation@aamft.org

A request for information is not considered an obligation to the AAMFT Research & Education Foundation. All communication will be held in strict confidence. 

Please Note: Neither AAMFT Research & Education Foundation nor any of its employees will provide any legal, tax, or investment advice. Any prospective donor should obtain such advice from his or her legal, tax or other professional advisor.