Contributions from individuals, corporations, and foundations enable
the American Geosciences Institute
to respond to needs in the geoscience community with programs that
meet those needs. Planned gifts from individuals can help provide
programs of great benefit to the geoscience community while bringing
significant financial advantages to the donor.
Making provisions for the American
Geosciences Institute in estate plans, gifts of securities,
and personal property, for example, creates ways to benefit
individuals with tax savings and reduced estate-settlement
Gifts to the AGI Foundation include:
- Life Insurance
- Real Estate
- Life Income
- Tangible Personal Property
The Foundation has an alliance with Woodway Financial Advisors,
an experienced and successful trust company that administers the
Foundation’s planned giving programs. Woodway can provide
advice and information on the many vehicles available for planned
giving and the requirements to establish such a program. They can
also provide information to help individuals or their representatives
maximize charitable gifts as well as information on the investment
management of assets in trust.
Trust officers can review and discuss charitable income tax deductions
that are available, the ability to generate current income, and
the necessity to reduce estate size fro eventual estate-tax purposes.
Finally, as a trust company, they can offer information on the investment
management of assets in trust as well as provide fiduciary responsibility
associated with the various planned giving vehicles.