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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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Fixed Income for Retirement

Fixed Income for Retirement
After working for decades as a pediatrician in a small town, Patricia is ready to retire. Patricia has enough saved for retirement, but she is concerned about the impact a drop in the stock market would have on her retirement savings.

Patricia: While I was working, I bought stock every year. Overall, this was a good investment strategy. The stock grew in value considerably. Now that I am retiring, I need a new strategy — one that protects my savings so that my situation won't change even with changes in the markets.

Patricia spoke with a friend who recently set up a charitable gift annuity with her favorite charity. Patricia called our organization and learned that she would receive a good payout based on her age and that she would receive a charitable income tax deduction and part of the payment from the annuity would be tax free.

Patricia: I transferred my stock to fund a charitable gift annuity. I was delighted with the fixed payment I received. I avoided part of the capital gains tax, and my CPA was pleased that my charitable deduction will save taxes this year. With my tax savings and increased income, I can afford to travel to see my grandchildren several times this year!

Is a charitable gift annuity right for you?


The payout for charitable gift annuities will vary depending on the age of the donor. Please contact us to inquire about current payout rates or if you have any questions about charitable gift annuities.

*Please note: The name and image above are representative of a typical donor and may or may not be an actual donor to our organization. Since your gift annuity benefits may be different, you may want to click here to view a color example of your benefits.


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