Planned and Legacy Giving

Planned and legacy giving allows you to leave a lasting impact on medically-fragile and terminally-ill children and their families through the Abigail E. Keller Foundation. By including charitable contributions in your estate planning, you can fulfill your philanthropic vision while enjoying financial benefits. Here are some meaningful ways to give:

Gifts of Real Estate
Turn your property into a legacy of hope and care. Whether you donate a home, land, or other real estate outright, place it in a trust, or arrange for a retained life estate allowing you to live there during your lifetime, you can support our mission and gain potential tax advantages. Contact us to explore how this option can work for you.

Bequests in Wills and Living Trusts
Leave a meaningful gift by including the Abigail E. Keller Foundation in your will or living trust. Whether it’s a specific amount, percentage of your estate, or designated assets, your bequest will create an enduring impact.

Sample Language:
“I give and bequeath to the Abigail E. Keller Foundation, a 501(c)3 nonprofit organization operating with EIN# 84-2034107, [the sum of $] or [% of my estate].”

Retirement Accounts, Life Insurance & Annuities
Consider naming the Abigail E. Keller Foundation as a primary or contingent (secondary) beneficiary of your IRA, 401(k), life insurance policy, or annuities. This easy process not only provides support for families in need but may also reduce estate and income taxes.

• • Benefits:
    • Retirement accounts are tax-deferred until withdrawn.
    • Life insurance proceeds are tax-free to beneficiaries.
    • Naming a charity can reduce estate taxes on large estates.

Simply complete the beneficiary form from your plan administrator or employer to designate us as a primary or secondary beneficiary.

Example:

• • Primary Beneficiary: Abigail E. Keller Foundation (__%)
  • Contingent Beneficiary: Abigail E. Keller Foundation (__%)

Gifts of Stocks and Appreciated Securities
Make an impactful gift while maximizing tax benefits. Donating appreciated stocks or bonds directly to the foundation avoids capital gains taxes and offers a charitable deduction for the fair market value. Consult your financial advisor to facilitate this process.

Charitable Gift Annuities and Trusts
Support our mission while securing income for yourself or your loved ones. Charitable gift annuities and remainder trusts let you make a significant donation while benefiting from lifetime income and tax deductions. These tools are especially effective for larger gifts—contact your financial advisor for guidance.

Donor-Advised Funds (DAFs)
Use a donor-advised fund to give on your schedule. You can contribute, receive immediate tax benefits, and recommend grants to the Abigail E. Keller Foundation whenever you choose. Please be sure to use EIN# 84-2034107.

Endowments
Create an endowment in your name or honor a loved one. These funds ensure ongoing support for the foundation, with the principal invested to generate annual program funding.

Next Steps
Discuss your giving options with your attorney or financial advisor to find the plan that aligns best with your goals. To notify us of your intentions or learn more, contact Alicia Luken at development@aekellerfoundation.org or call 512-615-3595.

Abigail E. Keller Foundation’s address is:
P.O. Box 341359
Austin, Texas 78734.

*This information is for informational purposes only and does not constitute legal or tax advice. Please consult your legal and financial advisors to understand the impact of any planned gift.