There are many types of planned gifts, including but not limited to:
Bequest - Leaving a gift to the AORN Foundation in your will can also leave your heirs a reduction in your estate tax at your death.
Gift Annuity - In return for your donation of cash or other assets, the AORN Foundation will provide a fixed payment for life to you or a designated family member.
Life Insurance - Opportunity to name the AORN Foundation as a remainder beneficiary in any existing policy, or to transfer a paid-up policy to the Foundation.
Charitable Remainder Trust - You and your financial planner can set up a charitable trust that pays you a fixed amount or a percentage of the principal. You can even receive a tax deduction on the income. At the end of the trust term, the AORN Foundation receives the remainder.
To learn more about becoming a member of the Legacy Circle, please contact Colette Palmer, Foundation Director at 303-368-6243 or email [email protected].
The information provided is not intended as legal advice. For legal advice, please consult your financial advisor or tax attorney.