Planned Giving Overview

Did you know that it is possible to assist Native American without it costing you anything during your lifetime?

You can help by joining The Heritage Circle which enables you to donate using any of our planned giving options! The American Indian Education Fund Program offers a variety of ways that you can donate to a great cause while achieving your financial goals.

“I received the very lovely framed certificate. It really wasn't necessary as I give without expecting anything in return. Since I haven't decided where to display it yet, it is currently sitting in a place of honor, on my kitchen island where I can look at it multiple times during the day. When someone comes to visit me, they will also see it and then I will tell them just how important it is to donate."

Linda

How to Help

BequestsView All

You can include a bequest provision in your will or living trust that specifies an amount or percentage of your estate that you wish. Read More

Life InsuranceView All

Your life insurance policy is usually an untapped and forgotten part of your financial planning. Yet it is a simple way to benefit Native American people. Read More

Retirement PlanView All

You can designate American Indian Education Fund as a beneficiary to receive all or a portion of your retirement account upon your death. Read More

Donor-Advised FundsView All

Benefits for you: it is based on funds you have already set aside for philanthropy and you still get the same tax benefits from your donor-advised fund. Read More

Donation of StockView All

If the stock the donor is contributing has increased in value from the time of purchase, the donor may avoid paying the capital gains tax by donating the security directly to aief. Read More

Gift AnnuitiesView All

A charitable gift annuity is an agreement under which a charity, in return for a transfer of cash from a donor, agrees to pay a fixed amount of money to that donor, for their lifetime. Read More

Membership BenefitsView All

You may choose the program or programs of your choice, such as NPRA, SWRA, AIEF, SWIRC, NAA, NRF, SNRF, and/or RAR. Many Heritage Circle members have chosen to include several of our programs in their Estate Planning or PWNA in general.

Planned Giving OptionsView All

This chart will help you quickly evaluate a wide range of gift opportunities designed to meet your wishes as well as brighten the future for Native American people. View all your Planned Giving options.

TYPE	HOW	ADVANTAGES
CURRENT GIFT	A donation you make now can be used promptly to meet our urgent needs. You can see the beneficial results of your gift without delay and you maximize your income tax savings.
Charitable Gift Annuity	Donate a cash gift of $20,000 or more and sign a gift annuity agreement.	Reduce your overall tax bill while receiving calculated quarterly payments for your lifetime.
Cash	Write a check	It's quick and easy

Planned Giving ContactView All

You can request more information online by submitting this form.

You are also encouraged to consult with your legal and financial advisors when considering a planned gift.

American Indian Education Fund
Planned Giving Support
16415 Addison Rd., Suite 200
Addison, TX 75001

FAQView All

Find answers to the most commonly asked questions about Planned Giving.