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Planned Giving

Planned Giving

Thank you so much for your interest in learning about the many benefits of gift plans. Planned giving allows you to make a donation to the AETN Foundation that is mutually beneficial – it ensures good stewardship of your assets by increasing benefits for yourself and for your family while supporting quality educational programs and services at AETN that change lives!

Planned gifts generously given to the AETN Foundation are placed into our General Endowment unless directed differently by the donor(s). Earnings generated from investments are also used to grow the Endowment. This fund exists to help cover cost increases for purchasing national programs, to help fund local program production, and to help fund the expansion of new program and service ventures, while safeguarding against any potential decrease in operating funds.

If you have any questions, please call 1-800-662-2386. A member of our AETN Foundation team will be happy to help you.



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Advisor Resources

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

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