There are many ways to contribute to the future of the American Ornithological Society through bequests and other planned giving. Such gifts ensure that AOS has resources to support future generations of ornithologists and sustain our efforts to advance the scientific study and conservation of birds. This is a wonderful way to make a lasting impact on the ornithological community.
Planning Your Gift
Many factors should be considered when considering this type of gift, and individual circumstances will vary; as with all tax and estate planning, please consult your financial and estate advisors. We welcome your inquiries and are pleased to answer questions and offer suggestions confidentially, based on your personal circumstances. Whether you’re considering including AOS in your estate plans or have already done so, please get in touch!
“When I was a graduate student, there was no better experience in presenting my research than at a bird-focused conference. AOS carries the legacy and responsibility for supporting student research and presentations, and it only made sense for me to support this long-term goal with my own decisions.”
– Mark Hauber, Legacy Circle member
Types of Planned Gifts
Naming the American Ornithological Society to receive all or a portion of your estate through your will or trust reduces estate taxes while creating a charitable legacy for ornithology.
Charitable Gift Annuity
With this option, you transfer cash or property to AOS, and you and/or someone you designate receives lifetime income from the amount you transfer. AOS keeps the remainder upon your passing, potentially reducing and deferring capital gains tax and reducing probate costs and estate taxes.
A charitable lead trust or several types of charitable remainder trusts create valuable options in estate planning by providing tax savings, a significant gift and income for either a charity or family members, and a future gift to AOS.
Life Insurance Policies
Naming AOS as a beneficiary of your insurance policy enables you to create a charitable legacy without invading cash and other assets designated for your heirs.
Retirement Account Assets
Double taxation on retirement plan withdrawals decreases their value for your heirs. Consider providing other assets to heirs and naming AOS as the beneficiary of your retirement accounts. You can save taxes and preserve your hard-earned assets to directly benefit the ornithological community.
“Ornithology won’t flourish unless young people are encouraged to pursue avian studies. I had an incentive to give to AOS because of a granddaughter who won an award for best student paper but needed money to travel to give another presentation. What are grandmothers for?”
– Penny Ficken, AOS bequest donor
Our Legacy Circle recognizes donors who inform AOS about their plans to support the society through their will, estate, or remainder interest in a charitable trust, retirement plan, or insurance policy. The following individuals have joined this visionary group:
- Carla Cicero
- Mark E. Hauber
- James Kushlan
- James R. and Florence A. McGuire
- Elizabeth Anne Schreiber
If you have included AOS in your estate plans, please let us know. We would like to recognize you as a member of the Legacy Circle, but should you prefer that your bequest or planned gift remain confidential, we will abide by your wishes.