Gifts of Retirement Plan Assets

While tax-deferred assets from IRAs, 401(k)s, Keough plans, profit sharing plans, or 403(b) annuity plans are a great source of retirement income, they are not always the best gift you can provide for your loved ones. Without careful planning, estate and income taxes can consume as much as 75% of these funds, leaving little for your heirs. By designating AAAS as the beneficiary of any remaining funds, you will reduce the tax burden for your heirs and have the satisfaction of knowing that you have provided a meaningful gift to the Association.

Donors who make a gift of retirement plan assets will be included in the "1848 Society," our giving club for those who have included AAAS in their estate plans.

If you would like to discuss making a gift of a retirement plan asset to AAAS, please contact AAAS' Director of Development Juli Staiano by e-mail or by calling 202-326-6636 or 1-800-215-1969.

There are a number of different types of planned and deferred gifts, some of which are outlined below: