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Bequest Language

 

For many donors, naming a charity in a will or living trust is an efficient way to ensure that their philanthropic goals are met. This type of gift is called a bequest.

You can designate a certain dollar amount, a percentage of your estate, or even specific property, such as your aircraft, to the AOPA Foundation through your will or trust.

Making a gift in this manner is an easy and effective way to provide a legacy that will preserve the freedom to fly for future generations and may also offer you tax-saving benefits. You don’t even need to re-write your documents! A simple codicil to a will or an addendum to your trust may be all you need.

Sample Bequest Language

Bequest of a Specific Dollar Amount:

I hereby give, devise, and bequeath $(amount of gift) to the AOPA Foundation, Inc., a 501(c)(3) organization located at 421 Aviation Way, Frederick, MD, 21701, Federal Tax ID #20-8817225, for the AOPA Foundation, Inc.'s general use and purpose.

Bequest of Percentage of an Estate:

I hereby give, devise, and bequeath (percentage)% of my estate to the AOPA Foundation, Inc., a 501(c)(3) organization located at 421 Aviation Way, Frederick, MD, 21701, Federal Tax ID #20-8817225, for the AOPA Foundation, Inc.'s general use and purpose.

Bequest of Personal Property:

I hereby give, devise, and bequeath (description of personal property) to the AOPA Foundation, Inc., a 501(c)(3) organization located at 421 Aviation Way, Frederick, MD, 21701, Federal Tax ID #20-8817225, for the AOPA Foundation, Inc.'s general use and purpose.

Please click here to notify us of your intentions to leave a legacy gift to the AOPA Foundation in your will or trust.

Please click here to download a printable copy of our sample bequest language.

If you would like more information on leaving a legacy gift to the AOPA Foundation in your will or trust, please complete and submit the form on this page or contact our Legacy Giving office at 301.695.2320 or AOPALegacy@aopa.org.

This information is not intended as legal or financial advice. Because every situation is different, we recommend contacting your attorney or tax advisor to see if this type of gift is right for you.

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