Planned Giving Options

Bequests/Estate Gifts

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. 

Life Insurance

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. 

Retirement 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. 

Real Estate

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. 

Personal Property

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. 

Appreciated Securities

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.

Donor-Advised Funds

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.

Through the above described avenues of planned giving, donors have the opportunity to contribute to AUA’s sustained growth, scholarship awards, and the overall advancement of higher education in Armenia. Please contact our gift officers for more information on how to best articulate your personalized philanthropic objectives in your financial documents and bequest and leave behind a legacy of continued support for bright and deserving AUA students. 

The American University of Armenia is recognized as a 501(c)(3) organization by the Federal Government and any donations are tax-deductible to the extent allowed by law. Our taxpayer ID# is 94-3140704.

Please note, the information above is not intended to serve as legal or financial advice. AUA highly recommends that you consult your attorney and financial/tax advisor to discuss available options.