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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

Tuesday November 21, 2017

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
2018 Flexible Spending Arrangements
In IR-2017-187, the IRS urged employees with flexible spending arrangements (FSAs) to take full advantage of the plans. An FSA permits employees to set aside up to $2,650 in 2018 for qualified medical expenses. The FSA contribution is not subject to income tax, Social Security tax or Medicare tax. If the FSA plan permits, an employer may make a one-to-one match of the amount of each employee's contribution. An FSA may be used to cover qualified medical expenses. These may include medical bills such as co-pays and deductibles that are not otherwise covered by your medical plan. Other qualified expenses may include dental, vision care or hearing aids. An FSA has a use-it-or-lose-it provision. If you set aside amounts and have not used them by December 31, the remaining FSA balance is returned to your employer. However, if the FSA plan permits, an employee may carry forward up to $500 of...
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Grantor established and was the principal donor to Foundation. Foundation is a nonprofit public benefit corporation that is exempt from federal income tax under Sec. 501(a) and described as a private...
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