Planned Giving

Leave a legacy by including the Air Force Enlisted Village in your estate plans.

Options include Smart Tax Annuity, Giving through Life Insurance, Giving through Bequests, Charitable Remainder Trusts, and Charitable Gift Annuities.
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Society grows great when we plant trees in whose shade we know we shall never sit.  - [Greek Proverb]

 

Planned giving has also been referred to as gift planning or legacy giving. It is a way for individuals to make larger gifts to the Air Force Enlisted Village than they could make from ordinary income, and beyond their lifetime.


Some planned gifts provide life-long income to the donor. Other plans use estate and tax planning to provide for charity in ways that maximize the gift and/or minimize its impact on the donor’s estate.


So, unlike an annual gift, a planned gift is for the future. Essentially, you can make arrangements for planned gifts in the present but they are actually given out at a later date. Additionally, the major gifts contributed by you can be made as a part of your financial or estate plans.

Ways to Give


BEQUEST
Designate Air Force Enlisted Village as the beneficiary of your asset by will, trust or beneficiary designation form.

 

IRA ROLLOVER
Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years. 

                 
BENEFICIARY DESIGNATION GIFTS
Designate Air Force Enlisted Village as a beneficiary of a retirement, investment, or
bank account or your life insurance policy.


CHARITABLE GIFT ANNUITY
Transfer cash or appreciated property to Air Force Enlisted Village in exchange for our promise to pay you fixed payments (with rates

Create a legacy that continues to give.  Contact Ryan Price at (850) 613-6475 or by email at ryan.price@afev.us for more information.