The most common form of planned gift is a bequest. You may list NAA as a beneficiary in your will for a fixed amount or a percentage of your estate.
Sample bequest language:
“I GIVE, DEVISE AND BEQUEATH to the National Autism Association, having its principal office at 20 Alice Agnew Dr., Attleboro Falls, MA 02863, the sum of $__________ [and/or _____ shares of the capital stock of _____ corporation and/or the following described property___________ and/or ______% of my residuary estate] for its general purposes.”
Charitable Lead Trust
A charitable lead trust allows one to make a gift to NAA that ultimately benefits family and heirs with little or no tax penalty. The lead trust pays income to NAA over a designated a number of years. At the end of the term, the remaining principal, including appreciation, passes to the trust’s designated heirs. Because the lead trust generates substantial estate tax savings, heirs receive a greater inheritance than if the assets are given or bequeathed directly.
Individuals owning life insurance policies that are no longer needed and are fully paid can designate the National Autism Association as the beneficiary of the policy.