News from the AGA

Leaving a Legacy in GI


 

Boas, Barrett, Kussmaul, Schindler, and Whipple. These names have special meaning for gastroenterologists and hepatologists. These individuals have all made a lasting legacy in digestive disease.

AGA members can make their own legacy within GI by contributing to the AGA Research Foundation through a will or bequest. The AGA Research Foundation provides grants to young researchers in digestive diseases. These grants are made possible by donations from AGA members. A planned gift to the foundation will assure that your legacy continues on for the young researchers who are discovering new treatments to improve the lives of our patients.

We hope you’ll consider including a gift to the AGA Research Foundation in your will or living trust. Called a charitable bequest, this type of gift offers these main benefits:

Simplicity. Just a few sentences in your will or trust are all that is needed. The official bequest language for The AGA Research Foundation is: "I, [name], of [city, state, ZIP], give, devise and bequeath to The AGA Research Foundation [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

Flexibility. Because you are not actually making a gift until after your lifetime, you can change your mind at any time.

Versatility. You can structure the bequest to leave a specific item or amount of money, make the gift contingent on certain events, or leave a percentage of your estate to us.

Tax Relief. If your estate is subject to estate tax, your gift is entitled to an estate tax charitable deduction for the gift’s full value.

How It Works

To make a charitable bequest, you need a current will or revocable living trust. Your gift can be made as a percentage of your estate. Or you can make a specific bequest by giving a certain amount of cash, securities or property. After your lifetime, The AGA Research Foundation receives your gift.

Putting Your Family First

When planning a future gift, it’s sometimes difficult to determine what size donation will make sense. Emergencies happen, and you need to make sure your family is financially taken care of first. Including a bequest of a percentage of your estate ensures that your gift will remain proportionate no matter how your estate’s value fluctuates over the years.

For more information visit our Charitable Gift Planning pages on www.gastro.org/foundation or contact Stacey Hinton Tuneski via e-mail at stuneski@gastro.org or 301-222-4005.

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