Early New England Research hero
Find Best Gift
To help you determine your ideal gift to American Ancestors, we offer an easy-to-use web tool. It's just a few questions. Give it a try!
Beneficiary Designation
While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.
Bequests
While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.
Giving and Generating Income
Planned giving is a great way to support American Ancestors while generating income for yourself and your family. Learn how these gifts allow you to achieve both of these goals.
IRA Distributions
You can make an immediate tax-free gift by directly transferring to American Ancestors up to $100,000 annually from your traditional IRA or Roth IRA (other qualified retirement plans such as 401(k)s and 403(b)s are not eligible). You must be at least 70 ½ years old to take advantage of this opportunity.
Compare Gifts
The planned gift that is best for you depends on your goals for the gift. We’ve created a chart that lets you compare the characteristics of your choice of gift plans.
Giving and Tax Benefits
Great tax benefits exist for those who give. Here are some of the gifts and associated benefits you should know about.
