After an unexpected and challenging year and as the new year begins, there are some ways you can make a difference, without giving up assets you may need today.
- Beneficiary designation. Adding the AGA Research Foundation as a beneficiary of your retirement plan or other assets is simple and you don’t need to leave your home to complete the gift. Since the funds are granted after your lifetime, you can maintain your family budget today.
- Gift in your will. With as little as one sentence, you can create a brighter tomorrow at the AGA Research Foundation without parting with assets today. You can designate the AGA Research Foundation as the beneficiary of a specific asset or, as many of our donors do to ensure that their family is protected, as the recipient of a percentage of the total estate.
- Grant from your donor advised fund (DAF). This popular one-stop giving solution lets you care for multiple causes and organizations with minimal paperwork. Consider it a charitable savings account where money waits until you’re ready to distribute it. And when you use your existing DAF to recommend a grant, it means you can invest in our future without impacting your budget today.
- Distribution from your IRA. If you are 70½ years or older, you can use your IRA to make a gift directly to the AGA Research Foundation without having to pay income tax on the distribution. Beginning in the year you turn 72, you must take your required minimum distribution (RMD). You can use a gift from your IRA to satisfy all or part of your RMD.
Learn more at https://gastro.planmylegacy.org.
