Legacy Giving: Gift · attorney about how you can use charitable legacy giving to support the...

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Plan today for a gift that sustains and inspires beyond tomorrow. Legacy Giving: The Gift of a Lifetime 220 E. Ann Street Ann Arbor, MI 48104 aahom.org/legacy-giving Cory Joyrich Senior Director of Advancement 734.995.5439 [email protected] Imaginative. Interactive. Inspirational. Have you ever wondered how you could leave a legacy of scientific discovery and wonder? I invite you to consider including a charitable gift to the Ann Arbor Hands- On Musem in your estate plan. Although it costs you nothing now, you can help ensure that the AAHOM continues to be a leader in imaginative and interactive STEaM (Science, Technology, Engineering, Art, Math) learning expereinces for generations to come. There are a variety of charitable giving vehicles that you can use to make a planned gift. Depending on the vehicle, you can meet current and future financial goals, provide for your loved ones, receive tax savings, and even establish income streams. Contact me to discuss various planned giving options. I can provide you the information you need to talk to your financial advisor or attorney about how you can use charitable legacy giving to support the Museum. Together, we can create a way for you to help provide for the Museum’s future. Cory Joyrich Senior Director of Advancement 734.995.5439 [email protected] The GIFT of a LIFETIME If you have made, or plan to make, a legacy gift, please let us know. The Board of Trustees is pleased to accept gifts that align with the mission of the Museum, but may be unable to take on the financial responsibitliy of acquiring or maintaining a particular gift (i.e., excessive legal fees, real estate, etc.). Legacy Giving utilizes the latest charitable estate planning options to benefit both donors and Ann Arbor Hands-On Museum. Whether you wish to provide general operating income or to support a specific program, your bequest expresses your lasting commitment to AAHOM. These invaluable resources help preserve and ensure a successful future for the Musuem. Contact us today to discuss all the options.

Transcript of Legacy Giving: Gift · attorney about how you can use charitable legacy giving to support the...

Page 1: Legacy Giving: Gift · attorney about how you can use charitable legacy giving to support the Museum. Together, we can create a way for you to help provide for the Museum’s future.

Plan today for a gift that sustains and inspires beyond tomorrow.

LegacyGiving:

The Gift of aLifetime

220 E. Ann StreetAnn Arbor, MI 48104

aahom.org/legacy-giving

Cory JoyrichSenior Director of Advancement

[email protected]

Imaginative.Interactive.Inspirational.

Have you ever wondered how you could leave a legacy of scientific discovery and wonder? I invite you to consider including a charitable gift to the Ann Arbor Hands-On Musem in your estate plan. Although it costs you nothing now, you can help ensure that the AAHOM continues to be a leader in imaginative and interactive STEaM (Science, Technology, Engineering, Art, Math) learning expereinces for generations to come.

There are a variety of charitable giving vehicles that you can use to make a planned gift. Depending on the vehicle, you can meet current and future financial goals, provide for your loved ones, receive tax savings, and even establish income streams.

Contact me to discuss various planned giving options. I can provide you the information you need to talk to your financial advisor or attorney about how you can use charitable legacy giving to support the Museum.

Together, we can create a way for you to help provide for the Museum’s future.

Cory JoyrichSenior Director of [email protected]

The GIFTof a LIFETIME

If you have made, or plan to make, a legacy gift, please let us know. The Board of Trustees is pleased to accept gifts that align with the mission of the Museum, but may be unable to take on the financial responsibitliy of acquiring or maintaining a particular gift (i.e., excessive legal fees, real estate, etc.).

Legacy Giving utilizes the latest charitable estate planning options to benefit both donors and Ann Arbor Hands-On Museum. Whether you wish to provide general operating income or to support a specific program, your bequest expresses your lasting commitment to AAHOM. These invaluable resources help preserve and ensure a successful future for the Musuem.

Contact us today to discuss all the options.

Page 2: Legacy Giving: Gift · attorney about how you can use charitable legacy giving to support the Museum. Together, we can create a way for you to help provide for the Museum’s future.

Ann Arbor Hands-On Museum | 220 E. Ann Street, Ann Arbor, MI 48104 | 734.995.5439 | aahom.org/ legacy-giv ing

Many Ways to Give & Create Your Legacy

Planned gifts offer thoughtful and creative ways to prepare for the future while generously supporting Ann Arbor Hands-On Museum. Leave a legacy that reflects your passion and remains an inspiration for generations to come.

Your gift can support any aspect of AAHOM including expansion and care of exhibits, statewide educational initiatives, in-class outreach offerings, and improvements to our facilities. Unrestricted gifts offer greater flexibility to meet future challenges and seize new opportunities that are vital to the expansion of the Musuem.

For those with specific philanthropic interests, AAHOM will match your passion of STEaM education with the needs and vision of the Museum. We are committed to developing planned gifts that are meaningful to each donor and tailored to their financial and estate planning goals.

Carefully structured planned gifts can be made during your lifetime or as part of your estate plan. This will provide vital support for the Museum while delivering substantial financial and tax benefits to you or your heirs. We can discuss the advantages of certain charitable gifts and can work with your attorney or financial adviser to create a plan that meets your objectives. The following options are among the simplest ways to give:

Outright gifts of cash or appreciated securities and charitable IRA rollovers.

Make a bequest to AAHOM in your will. Donors maintain control of all assets, if needed, during life and can modify the will if circumstances change.

Name AAHOM as a beneficiary of a life insurance policy, IRA, or other retirement plan that will pay benefits contractually to the Musuem after death.

Establish a charitable gift annuity, which will provide a life income stream and substantial tax benefits.

Contact Cory Joyrich, Senior Director of Advancement, to discuss more complex gifts such as charitable remainder trusts.

MORE INFORMATIONCall 734.995.5439 or email [email protected]

“My husband loved volunteering at the museum. We brought our kids here. Our kids broughtour grandchildren. Now our grandchilden are bringing their children. We want to make sure the museum can continue to inspire kids of all ages for years to come. That’s why we simply purchased a life insurance policy and designated Ann Arbor Hands-On Museum as the beneficiary.” Hilda B., Dexter, MI

“My wife and I both work for Ford Motor Company and continue to recieve stock over the years. Once the stocks are vested, we are able to donate them to the museum and receive an income tax deduction for the market value of the stock on the date of our gift. Not only is that a benefit to the museum, but also fits within our financial goals.”

Mark & Lynn., Dearborn Heights, MI