What is Planned Giving?
A planned gift is any major gift made in a lifetime or at death as part of a donor’s overall financial and/or estate planning. These include gifts of equity, life insurance, real estate, personal property, or cash.
Why Planned Giving?
Your planned gift will establish a legacy by making a significant contribution to education, research, and campus enhancement. You can use a broad range of assets to personalize your plan and modify it if your situation changes. A planned gift could provide you with an immediate charitable income tax deduction or reduce the amount of tax you pay.
Ways to Include AUC in your Planned Giving
Bequest: Include AUC in your will without reducing your assets during your lifetime.
Life Insurance: Support AUC by filling out your insurance company’s beneficiary designation.
IRA Designation: Designate AUC as a beneficiary of a retirement plan and minimize taxes.
Charitable Remainder Trust: Make a gift to AUC that allows you to receive regular income for life or a term of years.
Charitable Lead Trust: Give regular distributions to AUC through a trust for a period of years or your lifetime.
Donor-Advised Fund: Give to AUC through a fund that allows you to receive a charitable income tax deduction.
Ewart Planned Giving Society
The society was launched in fall 2021 to recognize donors for plans they have made for a future gift to AUC. It also invites alumni and friends of the University to consider joining this legacy society. We can help you structure your estate plan and support the AUC priorities you find most meaningful, such as student scholarships, faculty research, and capital infrastructure.
How to Join Ewart Planned Giving Society?
If you are considering including AUC as a beneficiary of your estate or trust, you need to:
1. Contact The American University in Cairo so we can recognize you as a member of the AUC Ewart Society
2. Seek the advice of your financial or legal advisor
3. Fill out the intention form
Ewart Planned Giving Society Donors
AUC recognizes donors who are members of the Ewart Planned Giving Society.
Information contained herein was accurate at the time of posting. The information on this website is not intended as a legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.