Make a Planned or Deferred Gift
Planned and deferred gifts generally come from a benefactor’s assets rather than from their current income. A planned gift may be a large cash gift, or it could be a gift of appreciated stock that is deferred so the benefit is actualized over time and provides long term financial stability. Since deferred gifts are not available for use by AUNE until some future date, they are generally used as an endowment vehicle to build future reserves.
These gifts can be unrestricted in nature or directed to a specific program or purpose. The gifts can involve an arrangement whereby the donor retains an interest in the asset that is being gifted. We encourage you to consult your legal, tax and financial advisors if you are considering this philanthropic strategy. Your advisors can help determine the right gift for you.
Benefits of Planned and Deferred Gifts
Planned and deferred gifts offer many advantages to both AUNE and the donor. These gifts enable you to support AUNE in a manner and at a time that is best for you while providing you and your heirs with immediate and deferred tax advantages. Best of all, planned and deferred gifts may grant you the satisfaction of knowing that your generosity will make a difference in the world for generations to come. There are several types of planned and deferred gifts:
Glenn Maples Society
Named for the mountaintop estate in Putney, Vermont, where Antioch University New England was established, the Glenn Maples society recognizes our generous and loyal donors who have taken the step to include AUNE in their estate plans. If you have already made provision for Antioch University New England in your will, or if you would like to further discuss a bequest or other forms of planned gifts mentioned below, please contact the office of Development & Alumni Relations via email or by phone at 603-283-2163.
A Simple Action Creates a Legacy
An AUNE trustee finds a planned gift with the right fit
For Jennifer Kramer ES ’04, Antioch University New England opened up the world of nonprofits. Once a resident of New York City, working in a high-profile career as a travel writer, these days she’s the senior associate director of philanthropy for The Nature Conservancy’s Vermont chapter. “My AUNE education gave me the bona fides to make a great life transition,” she said.
In return for that fulfilling life, Jen is giving back to AUNE as a member of its board of trustees. She has another legacy as well, designating a portion of her 401(k) to AUNE through a planned gift. “It’s the simplest way to do planned giving — designate a retirement account — because you don’t need a will to do that. You just fill out a beneficiary form.” There is an important tax advantage, too. Any of her 401(k) left to an individual would be taxed at 63 percent, but going to a nonprofit, no taxes will be levied. “AUNE is getting the total benefit of all my hard-earned money,” she said. “It’s a no-brainer, and it felt exciting to take that simple action.”
Jen knows about rewards of giving from the other side as well, because of her work as a major donor fundraiser for The Nature Conservancy. “The beauty of philanthropy is that people want to be generous and helpful and when we find the right fit for them, it is as rewarding for the donor as it is for the organization. We become an important part of their lives,” she said. “Antioch continues to be an important part of my life. It feels good to be giving now as an annual fund donor, a supporter of special projects like internships, and as a trustee. It’s fulfilling to know that my estate gift will support future efforts of this very special institution.”