Planned Giving
Be Part of the Hobby’s Future Through a Planned Gift
Planned giving is a way for members who care about the ANA and the hobby to make a future gift from their estate. Simply put, a planned gift is arranged now and fulfilled later, and frequently provides tax and financial benefits to the donor. Naturally, donors interested in planned giving should consult with a professional advisor.
Support the Future of Numismatics
We appreciate your interest in learning about bequest opportunities to benefit the American Numismatic Association (EIN # 48-6063403).
If there is anything we can assist with, or if you would like a confidential phone call or home visit please call Tom Uram, Planned Giving Officer, at (412) 418-0783 or via email at uram@money.org.
Methods of Giving
Bequests
Donors may designate the ANA as a charitable beneficiary in a will. Some of the most common ways are:
- As a sole beneficiary
- As the beneficiary of a specific dollar amount
- As the beneficiary of a percentage of the estate
- As a contingent beneficiary in case other beneficiaries do not survive
- As the beneficiary of the balance of an estate after other specific needs have been fulfilled
Trusts
Trusts are gift arrangements that are made now and provide the donor or other designated beneficiaries with current or future income, as well as tax benefits. An example is a Charitable Remainder Trust.
Life Insurance
Donors can name the ANA as a beneficiary of an existing or new life insurance policy.
Retirement Plan
Donors can name the ANA as a beneficiary of an IRA or other retirement plan.
Real or Personal Property
A gift of all or a portion of a numismatic collection, for example, may be the preferred way to make a gift.
Please let us know…
We encourage you to let us know if you have already made a commitment to the American Numismatic Association through your will or other long-range financial plans so that we may thank you and recognize you. (You may, of course, make your gift anonymously.) If you are considering a planned gift we can work with you and your advisors to ensure that your gift is administered correctly.
Contact Us
There are methods of giving to fit every situation. But no matter how or what you give, know that you will be helping an organization and hobby close to your heart. If there is anything we can assist with, please do not hesitate to contact:
Donna Frater
Director of Development & Membership
(719) 482-9856
dfrater@money.org
Tom Uram
Planned Giving Officer
(412) 418-0783
uram@money.org