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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

Monday December 9, 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
Passwords Can Protect Data From Identity Thieves
In IR-2019-196, the Service offered nine tips for password protection. With the growth of online shopping, millions of Americans are potentially exposed to online fraudsters. The first line of defense against online attacks is creating strong passwords. IRS Commissioner Chuck Rettig noted, “Taking a few simple steps to protect your passwords can help protect your money and your sensitive financial information from identity thieves, which is critically important as tax season approaches. Protecting your information makes it harder for an identity thief to file a fraudulent tax return in your name.” Cybersecurity experts continually update the strategies for passwords. Previously, they suggested complex passwords that were different for every online account. Because most individuals have accounts for financial services, social media, online shopping and other purposes, 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
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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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The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Charitable gifts of noncash assets valued in excess...
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