Explanation of planned giving:
Planned gifts provide flexible strategies
for your estate. Certain gifts provide
immediate income to you while others
are outright gifts specified in your will or
through beneficiary designation. Many
of the options may greatly reduce your
taxes. Your financial adviser and legal
counsel will be able to address the
question of how to maximize your gift.
However, the most meaningful benefit, is
knowing that Anderson will continue
providing superior care to your loved
one.
Benefits (to name a few):
Simple steps you can take today to
ensure our tomorrow:
Name Anderson Foundation for Autism
as a beneficiary of a portion of, or entire:
Life Insurance Policies
401(k) retirement plan
403(b) retirement plan
Individual Retirement Plan (IRA)
Annuities
Execute a Transfer on Death Designation
in favor of Anderson Foundation for
Autism for your:
Investment Account
Bank Account or Certificate of Deposit (CD)
Stocks/Bonds
Other ways in which you can benefit
Anderson through planned giving:
Name Anderson Foundation for Autism as a
beneficiary of a set dollar amount or
percentage of your:
Estate in your Last Will and Testament
Trust in your Trust Agreement
Child’s Third Party Supplemental
Needs Trust or For Benefit Trust
(remainder beneficiary)
Establish a Charitable Remainder Trust or a
Charitable Gift Annuity
Dear Anderson Parents & Families,
It is time to demonstrate your long-term
commitment to Anderson Center for
Autism to make certain that your loved
one remains safe, happy and productive
for his/her entire life. No doubt, most of
our children will outlive us. While we are
alive we can control how our time and
money is given to Anderson, but if you
want to protect your child beyond your
passing there are a few simple things you
can do today (some without an attorney
or any expense) to insure Anderson's
vitality and longevity. Please take a
moment to review the summary below.
Please, act now.
Sincerely,
Robert A. Rosenfeld
Anderson Parent
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