A planned gift is a unique type of gift which does not involve the direct and immediate transfer of funds from the donor to AOTF.  Instead, donors use special gift strategies which delay the transfer of the gift and provide extra benefits not normally associated with traditional giving.  These benefits may involve a lifetime income and/or significant tax reductions for donors and their heirs.

Questions? Please contact the AOTF Advancement Office by email or by phone at (301) 652-6611 x2550.

Legacy Circle

The Legacy Circle recognizes a very special group of AOTF friends who have invested in Foundation’s future through planned gifts, including bequests, life income arrangements such as gift annuities and charitable remainder trusts, gifts of life insurance and other deferred giving options.

Legacy Circle members are recognized with the following special benefits :

• They are invited to the Annual AOTF Gala
• They are recognized in the Annual Honor Roll of Donors in AOTF publications and in the AOTF Annual Report
• They are honored on AOTF virtual Wall of Honor.

Additionally, Legacy Circle members receive special invitations to a variety of AOTF events, including those at the AOTA anual conference and at special functions.

By becoming a member of the Legacy Circle you have expressed your belief in the Foundation and have demonstrated your commitment to ensuring the continuing legacy of occupational therapy as a vital service in the interest of public health and well-being. Your generosity not only works as a way of helping to keep the ideas of occupational therapy’s founders alive, but also inspires others to get involved and make a difference.

For more information about the Legacy Circle:

Contact Charles Christiansen, Executive Director.
You should always consult your legal or tax counsel on the deductibility of your charitable contributions.

AOTF offers donors the opportunity to participate in four planned giving programs:

1. Estate Planning (Wills and Bequests) - Including AOTF in your estate plans will help perpetuate AOTF’s work through future generations. You can make a bequest to AOTF as a percentage of your total estate; as a specific dollar amount; or as a remainder of your estate after all other bequests have been granted. Please consult your attorney when making any estate provision. We invite you to also share your estate plans with AOTF at (301) 652-6611 x 2550 so that we can recognize your intentions appropriately.
   
2. Pooled Income Fund - This is the perfect gift vehicle for persons who want to support the vital work of AOTF, while at the same time enjoying the benefits of an income for life and a significant charitable tax deduction.
   
3. Gifts of Life Insurance - A gift of a life insurance policy can often be the easiest gift to make. Most people have life insurance policies and many have outlived their original purpose. Perhaps you bought a policy to provide for a college education that has been completed, or to pay for a mortgage that has already been paid off. By contributing your policy to AOTF, you will be entitled to a tax deduction for its full cash value.
   
4. Life-Income Giving Strategies (Receive as You Give) - A number of giving mechanisms offer substantial benefits for a donor while providing long-term benefits for AOTF. These include charitable trusts, annuities, and wealth-replacement trusts. Please contact AOTF’s development office at 202-652-6611 x2550 for information concerning these sometime complex, but effective giving mechanisms.