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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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For Advisors

Saturday February 16, 2019

Advisor Resources
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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Washington News
IRS Cautions - Avoid "Ghost" Tax Preparers
As taxpayers gather their W-2s, Forms 1099, charitable gift receipts and other financial information, tax filing season is now in full gear. In IR-2019-9, the IRS cautioned taxpayers not to use tax preparers who refuse to sign the taxpayer's return. These individuals are called "ghost" preparers, because their names are not on the tax returns. The IRS requires each paid preparer to have a 2019 Preparer Tax Identification Number (PTIN). The paid preparer includes his or her PTIN and signs the tax return. For e-filed returns, the paid preparer may use a digital signature. Ghost preparers often violate many rules and ethical practices. Preparers may promise an oversized refund or charge a fee based on a percentage of the refund. Some will increase a taxpayer's income in order to qualify for the earned income tax credit (EITC) or create false deductions to lower taxes. The...
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GiftLaw Pro
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Deduction Calculator
Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...
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Case of the Week
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea's home occupies three magnificent acres of bluff property overlooking the crashing waves of the Pacific. With a home...
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Private Letter Ruling
Decedent was married to Taxpayer. Decedent was over the age of 70½ when he passed away. Decedent was survived by Taxpayer, Son, Grandchild A and Grandchild B. Decedent owned an IRA and, at the...
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Article of the Month
Philanthropically motivated individuals increasingly understand the value of gifting appreciated real estate to charity. Donors are often able to claim a deduction for the property's fair market value...
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