Thank you for visiting our site, where you will find information about important life decisions involving family, philanthropy, health care, finances, and estate planning. If you have any questions as you review this information, please contact us. A member of our Planned Giving Team will be very pleased to speak with you.
Learn how others have made an impact at AU with their thoughtful gift plans. Explore the many benefits of charitable gift planning.
Find out What to Give
and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give
and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
Married Couples and Property
Mary was a surviving spouse. She and her first spouse, Ryan owned a lovely home and placed it into joint tenancy with right of survivorship. After Ryan passed away, Mary met Logan and they were married. Because she had the...
Tax Relief for Hurricane Irma Victims
In a series of letters this week, the IRS announced three types of tax relief for victims of Hurricane Irma who are from Florida, Puerto Rico or the U.S. Virgin Islands. These are filing extensions, hardship loans from...