Planned Giving
Be Part of the Hobby’s Future Through a Planned Gift
Planned giving is a way for members who care about the ANA and the hobby to make a future gift from their estate. Simply put, a planned gift is arranged now and fulfilled later, and frequently provides tax and financial benefits to the donor. Naturally, donors interested in planned giving should consult with a professional advisor.
Support the Future of Numismatics
We appreciate your interest in learning about bequest opportunities to benefit the American Numismatic Association (EIN # 48-6063403).
If there is anything we can assist with, or if you would like a confidential phone call or home visit please call Donna Frater, Director of Development & Membership at (719) 482-9856 or email plannedgiving@money.org.
Methods of Giving
Bequests
Donors may designate the ANA as a charitable beneficiary in a will. Some of the most common ways are:
• As a sole beneficiary
• As the beneficiary of a specific dollar amount
• As the beneficiary of a percentage of the estate
• As the beneficiary of the balance of an estate after other specific needs have been fulfilled
• As a contingent beneficiary in case other beneficiaries do not survive
Trusts
Trusts are gift arrangements that are made now and provide the donor or other designated beneficiaries with current or future income, as well as tax benefits. An example is a Charitable Remainder Trust.
Life Insurance
Donors can name the ANA as a beneficiary of an existing or new life insurance policy.
Retirement Plan
Donors can name the ANA as a beneficiary of an IRA or other retirement plan.
Real or Personal Property
A gift of all or a portion of a numismatic collection, for example, may be the preferred way to make a gift.
Please let us know…
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