Deferred Donations


Bequests: A bequest or special gift made by will is a popular form of charitable donation. Bequests to a tax-exempt recipient, such as the APS Foundation, are not subject to estate tax and can reduce the tax liability for your heirs. You should consult with your attorney or financial advisor before including such provisions in your will.

 

Life Insurance: By paying a small annual premium you can assure a large future gift by donating life insurance. Options include:

  • Purchasing a policy and making the Foundation the irrevocable owner and beneficiary.
  • Changing the primary beneficiary on an existing policy to name the APS Foundation to receive all or a portion of the proceeds.   
  • Adding the Foundation as a contingent beneficiary, by which the Foundation receives a gift if your primary and secondary beneficiaries don't survive you.   
  • Assigning annual dividends from policies to the Foundation; the value of the dividends would be tax deductible.

     

    If you have questions contact Barbara Mock at +1.651.994.3829 or bmock@scisoc.org, or Michelle Bjerkness at +1.651.994.3853 or mbjerkness@scisoc.org.  

     

    Thank you for your support and commitment to APS and to plant pathology!


    © Copyright 2006 by
    The American Phytopathological Society

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