Planned Giving Options

Through bequests, you can designate a specific amount or percentage of your estate to AUA in your will or living trust. This option allows you to retain flexibility and the ability to maintain control over your assets during your lifetime and leave a meaningful legacy. 

Naming AUA as a beneficiary of a life insurance policy can provide significant support to the University. You can donate a fully paid policy or designate a portion of your policy’s proceeds, ensuring your philanthropic goals are well-aligned with your financial plans. 

Consider designating AUA as a beneficiary of your retirement plan, such as IRA or 401(k). This option allows you to potentially realize tax breaks, making it advantageous for managing your personal finances and charitable giving plan. 

By including AUA in your estate plans, you can donate exclusive possessions or real property, such as residential and commercial properties, as well as land. Making a gift of appraised property may qualify you for tax deduction and avoid capital gains tax obligations. 

Donating valuable personal property, which can include appraised personal property, such as artwork, jewelry, rare manuscripts, historic memorabilia, classic vehicles and equipment, or intangible personal property such as patents, copyrights, trademarks, and other registered intellectual property can provide substantial support to AUA. By transferring ownership of such assets, you may be eligible for a tax deduction based on the property’s appraised value. 

Donating stocks, bonds, or mutual funds can be another way to support the University while realizing important benefits and tax cuts for yourself. By gifting such assets, you may bypass capital gains tax obligations receiving a charitable deduction for the fair market value of the securities at time of the transfer. 

Receiving Bank Address:

Fidelity Investments

P.O. Box 770001

Cincinnati, OH 45277

American University of Armenia Corporation (AUAC)

Account Number: X65-238902

Receiving Firm Clearing Number: DTC# 0226

Contact for Fidelity Private Client Group - Telephone: 1-800-544-5704

Please notify AUAC about this by emailing us at [email protected] or calling (510) 925-4282.

Establishing a donor-advised fund, which functions like a charitable investment account, allows you the flexibility to recommend the portion and its recurrence to AUA. You can make a tax-deductible contribution to a fund managed by a public charity, and then recommend grants to be directed to AUA and other charitable organizations of your choice. You can also create a lasting legacy by naming AUA as the sole beneficiary of your donor-advised fund or assign a specific percentage to AUA. In the latter case, you can consider creating a family legacy by naming your loved ones as your successors to continue making the same distributions to your designated charitable organizations, thereby ensuring that your philanthropic preferences prevail.