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Your Foundation for Life!
Planned Giving
Planned gifts include bequests in wills or trusts and designating the Foundation as a beneficiary of IRA/retirement accounts or life insurance policies.  Some planned gifts provide a lifetime income, along with other benefits.  By making a planned gift to the AOTF, you can fulfill your own financial and charitable goals while ensuring that the work of the Foundation continues into the future. Always consult an attorney or financial advisor before making any planned gift. 
 
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Gifts of Appreciated Securities

A gift of appreciated securities, including stocks or bonds, is an easy way for you to make a gift and in doing so, you may avoid paying capital gains tax, receive a charitable income tax deduction and enjoy possible increased income while furthering Foundation’s mission.  Make your gift by electronic transfer.  Please contact us for delivery instructions to make a transfer from your brokerage account to us.  You may also make your gift by mail using two envelopes to complete your gift.  If you hold securities in certificate form, please place the unsigned stock certificate(s) in one envelope. In the other, please include a signed power for each certificate.  You may obtain this from your broker or bank.  Please remember to use certified mail.  

Sample Bequest Language

I give the sum of $_______________ (___________________ dollars) to THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION, INC., an organization recognized as tax-exempt under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended, currently located at 4720 Montgomery Lane, Bethesda, Maryland 20842, for its general uses and purposes.

I give the sum of $_______________ (___________________ dollars) to THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION, INC., an organization recognized as tax-exempt under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended, currently located at 4720 Montgomery Lane, Bethesda, Maryland 20842, to be used specifically for _________________________________ [name of program or fund].

I give [the following described property: ] to THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION, INC., an organization recognized as tax-exempt under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended, currently located at 4720 Montgomery Lane, Bethesda, Maryland 20842, for its general uses and purposes.

I give to THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION, INC., an organization recognized as tax-exempt under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended, currently located at 4720 Montgomery Lane, Bethesda, Maryland 20842, all [or state a percentage] of the rest, residue and remainder of my estate, consisting of both real and personal property, to be used for its general uses and purposes (or for the support of a specific program or fund). 

AOTF Legacy Circle

Members of the AOTF Legacy Circle have established planned gifts for the American Occupational Therapy Foundation in their estate plans.  To learn more, please contact the AOTF Development Office or 240-292-1050.

The American Occupational Therapy Foundation is a 501 (c )(3) organization.  Gifts to the AOTF are tax deductible to the fullest extent of the law.  Federal Tax I.D. # 136189382.   Always rely on your attorney or other qualified advisors to guide you through the estate planning process.