Giving to the ASA

Planned Giving

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Planned Giving


GOALS

Through Planned Giving, individuals and organizations can support various American Statistical Association programs while enjoying the benefits of significant tax savings and continuing income to the donor. Contributions and grants directed toward ASA can be used to enhance existing programs, scholarship grants and lecture series just to name a few. ASA will work with you and your advisors to be sure that your goals are efficiently met.


TAX-SMART VEHICLES FOR GIVING

The term "Planned Giving" describes gifts to ASA that are put in place by individuals now or at a later time and can include cash, securities, real estate or personal property, insurance, or annuities. Planned gifts offer flexibility in that they can be one-time contributions or on-going legacies as defined in a donor's will and take into account your individual philanthropic objectives as well as the tax and estate planning implications. In addition planned giving can be in the form of an outright one-time gift of cash or appreciated property, or in the form of a deferred gift discussed below. If you feel you are ready to make plans of how to contribute to ASA in your will, we bly encourage you to draw on the expertise of our staff for assistance along with the assistance from your legal advisor and your financial advisor.

  • Bequests

    Direct gifts to ASA are perhaps the most effective means to ensure that your wishes are carried out in the manner desired. More specifically, a bequest in your will may specify a certain sum of money, appreciated assets or residue portions of your estate be set aside for ASA and its various programs. You can specify that your bequest be used for a direct fund, be added to an existing fund or donated for a specific purpose to be determined.

  • Charitable Remainder Trust

    With the use of a charitable remainder trust you irrevocably transfer property - cash, securities or appreciated property - to a trustee, which may be the charity or a trust company that is managing the trust fund. The right to the income from the trust, either for life or a specified period of time, remains with you. You agree to donate the residual capital to ASA at the end of the specified period of time. This type of planning has significant benefit especially to fixed income grantors. Charitable remainder trust supplies you with a steady income, determined annually or at inception, depending on the type of trust, without the responsibility of fund management. More...

  • Other Types

    Charitable Lead Trust

    Functions in a similar manner to the charitable remainder trust, except that the CLT pays income to ASA for a specific period of time with the balance of the trust corpus being paid over to the named non-charitable beneficiary at the end of the term

    Gift Annuities

    Gift annuities represent direct transfers to ASA of an amount to which a specified rate of return is applied to provide a periodic benefit. The gift to ASA is complete with a returned promise on our part to meet the annuity payments.

    life Insurance

    Significant tax advantages can be gained by naming ASA as owner or beneficiary of either an existing or a new insurance policy. Future payments can be made to us to pay ongoing premiums while qualifying annually as a charitable contribution. An immediate charitable deduction, roughly equivalent to the cash surrender value of the policy, can be taken in the year of the transfer.

HOW TO CONTRIBUTE

For more information on how you can contribute to ASA's programs while taking advantage of significant tax savings, please contact:

Ronald Wasserstein
Executive Director
American Statistical Association
732 North Washington Street
Alexandria, Virginia 22314
(703) 684-1221
ron@amstat.org

The ASA is a 501(c)(3) not-for-profit corporation. Contributions to the ASA are tax deductible.