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Bequests, Wills, and Planned Giving
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About Bequests

You can help sustain the American Philosophical Association long into the future by including the American Philosophical Association in your will or estate plan. A bequest—a gift from your estate—costs you nothing now and enables you to maintain control of your assets during your lifetime, while supporting the APA into the future. If your estate is subject to estate tax, giving through your estate plan generates a charitable estatetax deduction, which may result in substantial tax savings.

Sample Bequest Language

The following are examples of how to include the APA in your will. These are examples only. Every individual's situation is different, so consult an estate planning professional and adapt or revise as appropriate.

General Bequest

A general bequest is a gift of a stated amount of money.

“I give to the American Philosophical Association, 31 Amstel Avenue, Newark, DE 19716, a nonprofit corporation, or its successor, Federal Tax Identification Number 51-0392247 [insert here the exact dollar amount].”

Specific Bequest

A specific bequest is a gift of a certain asset from your estate.

“I give to the American Philosophical Association, 31 Amstel Avenue, Newark, DE 19716, a nonprofit corporation, or its successor, Federal Tax Identification Number 51-0392247, [insert here a description of the particular property].”

Residuary Bequest

A residuary bequest is a gift of the remaining assets of your estate after other bequests and expenses have been paid.

“I give to the American Philosophical Association, 31 Amstel Avenue, Newark, DE 19716, a nonprofit corporation, or its successor, Federal Tax Identification Number 51-0392247, all [or a portion] of the rest, residue and remainder of my estate.”

Contingent Bequest

A contingent bequest is a gift from the estate if the person making the will is not survived by certain individuals:

“If [name/s of primary beneficiary/ies] do/es not survive me, or shall die within ninety (90) days from the date of my death, or as a result of a common disaster, then I give to the American Philosophical Association, 31 Amstel Avenue, Newark, DE 19716, a nonprofit corporation, or its successor, Federal Tax Identification Number 51-0392247, [insert here the exact dollar amount, description of property, or percentage of residual estate].”

Beneficiary Designation

A beneficiary designation is one of the simplest ways to make a gift to the American Philosophical Association. Beneficiary designations are available when giving from retirement assets, life insurance, and certain other assets.

To make a planned gift by designating the APA as your beneficiary, all you need to do is complete the beneficiary designation form provided by your retirement plan administrator, life insurance company, or financial institution.

Planning Your Bequest

Bequests can be designated as unrestricted gifts, or with a specific purpose, such as supporting an existing APA fund or creating a new endowed fund, scholarship, or prize. If you wish to make a bequest with a specific purpose, please contact the APA Executive Director, Amy Ferrer (amyferrer@apaonline.org or 302-831-1112), to create a plan for your gift.

Bequest gifts are subject to the APA's Gift Acceptance Policy. Gifts creating endowed funds, scholarships, or prizes must be approved by the APA's board of officers and often have minimum required amounts.

Contact Us

The APA is happy to help you explore planned giving options. Please contact the APA Executive Director, Amy Ferrer, at amyferrer@apaonline.org or 302-831-1112.

The American Philosophical Association
University of Delaware
31 Amstel Avenue, Newark, DE 19716
Phone: 302.831.1112 | Fax: 302.831.8690
Email: info@apaonline.org