By making a “planned gift” to AE911Truth, you can help ensure that the fight for 9/11 Truth continues until the mission is accomplished. At AE911Truth, that means a breakthrough in public awareness and the launch of a truly independent 9/11 investigation.
In short, a planned gift is any major gift made in lifetime or at death as part of your financial or estate planning. Planned giving usually allows you to make larger gifts than you could from ordinary income and to time your gift in a way that benefits both you and the work of AE911Truth.
Below are the planned giving opportunities available to you. We and our advisors will be pleased to speak with you confidentially about these opportunities to meet your financial planning goals and ensure that the fight for 9/11 Truth continues until ultimate success is achieved.
1. Bequest from Your Will or Living Trust
A bequest is a gift made through a will or a living trust — either as a specific amount of money, a percentage of your estate, or the remainder of your estate. It’s the most common planned gift, the easiest to make (often without the expense of hiring a lawyer), and costs nothing during your lifetime. Contact Us > Learn More >
2. Gifting Your Retirement Account
You can name AE911Truth as the beneficiary of a portion or all of your IRA, 401(k), or other retirement plans. When your estate is settled, the amount designated passes to AE911Truth, and your heirs avoid income and estate tax. Contact Us > Learn More >
3. Gifts of Appreciated Securities
Publicly traded appreciated securities that you have owned for more than one year can be transferred to AE911Truth. We then sell the securities and use the proceeds toward our mission. You receive an income tax charitable deduction based on the fair market value of the securities while also avoiding capital gains tax. Contact Us > Learn More >
4. Gifts of Required IRA Distributions (IRA Charitable Rollover)
If you are 72 or older and have a traditional IRA account, you can make tax-free gifts of up to $100,000 each year from your required minimum distributions, which are considered taxable income unless donated to a nonprofit like AE911Truth. Contact Us > Learn More >
5. Gifts of Life Insurance
You can designate AE911Truth as a life insurance policy beneficiary. This may allow you to make a larger gift than you’d be able to make outright. Your heirs also benefit because policy proceeds distributed to nonprofits are exempt from estate tax. Contact Us > Learn More >
6. Gifts of Real Estate or Property
You can make a gift of Real Estate or of property such as artwork or collectibles. This allows you to remove a large taxable asset from your estate and receive an income tax deduction equal to the appraised fair market value of the property, with no capital gains tax due on the transfer. Contact Us > Learn More >
Life Income Gifts (or, “Gifts That Pay You Back”)
7. Charitable Remainder Trusts
A Charitable Remainder Trust is a trust that pays a percentage of its principal to you and/or other beneficiaries you name, either for life, for a term of up to 20 years, or for a combination of both. You receive a charitable income tax deduction for a portion of the value of the assets placed in the trust. After the trust terminates, the balance goes to AE911Truth. Contact Us > Learn More >
8. Charitable Gift Annuity
A Charitable Gift Annuity allows you to transfer an irrevocable gift of cash or securities to AE911Truth in exchange for a fixed income payment for life. This gift plan also entitles you to an immediate charitable income tax deduction. At the end of its term, the Charitable Gift Annuity balance goes to AE911Truth to support our mission. Contact Us > Learn More >
9. Charitable Lead Trusts
A Charitable Lead Trust is the reverse of a Charitable Remainder Trust. After you make a gift, the Charitable Lead Trust pays income to AE911Truth first, for a term of years or for your lifetime. After that, the trust assets are passed back to you or designated beneficiaries. Contact Us > Learn More >