1. Appreciating You
The American Foundation™ currently houses hundreds of trusts and foundation accounts that promote and support causes ranging from education and the arts, to prison reform and third world health care.
We are impressed by our donors’ generosity and willingness to leave their mark on the world. We have great respect for all that have made the commitment to become philanthropists.
We are proud to have your foundation accounts included in our family of foundations and look forward to serving you and your foundation account for many years to come.
2. Educating You, Your Family and Advisors
We understand that charitable gift planning is a new subject for most people and pride ourselves in making the entire process as easy and simple as possible for you. Our staff is experienced and can help you get the most out of gift planning. We have been involved in charitable giving for over 25 years.
If you would like us to educate others who will be involved with your foundation account, we would be happy to meet with them to explain the foundation’s operations, mission, and relationship with The American Foundation. This service is free and is especially useful for your professional advisors (tax attorney or accountant).
Should you, your family, or any of your professional advisors wish to speak with us, please feel free to call our Development Department at (602) 955-4770. We would be happy to answer any questions you, your family, or your professional advisors might have.
3. Helping Your Foundation Account Grow
The American Foundation is excited about creating opportunities to help your family foundation account grow. If you are interested in any of the benefits that family foundation planning has to offer, we can help.
The Benefits of Family Foundation Planning:
• Provides great asset protection
• Eliminates or reduces estate and gift tax
• Can significantly increase annual tax-advantaged personal income, through the use of the CRT Advantage™
• Generates income tax deductions
• Eliminates capital gains tax on the sale of appreciated stock and real estate (when the asset is sold)
• Gives annual support to family-selected charities
• Establishes a “family charitable legacy”
• Can provide increased inheritance to heirs when combined with life insurance placed in what is called a “Wealth Enhancement Trust™.”
Please feel free to contact your dedicated account supervisor who would be happy to meet you either in person or over the phone to discuss your goals for your foundation account and the options that will enable you to achieve those goals.
4. Useful Forms
Donor Information Worksheet – Have you moved? Do you have a new accountant? We would love to hear about it!
Charitable Interest Worksheet – This form will serve as a general recommendation to The American Foundation regarding the charitable objectives of your family foundation account. This will be helpful if, for some unforeseen reason, your selected charitable advisor does not submit annual recommendations for charitable grants. If no advisors are selected, The American Foundation will refer to this sheet in making future charitable grants in your name.
Grant Recommendation Form – A donor has the opportunity to recommend grant recipients. A “grant” is a gift from a foundation, out of income or growth, to a recognized 501(c)(3), 509(a)(1) or 509(a)(2) public charity by way of the Grant Recommendation form.
New Case Information Form – Do you know of someone who might benefit from having his or her own family foundation account? This form will help us generate a personalized illustration of what gift planning option will work for them.
5. Our Turnkey Family Foundation Program
Our new Turnkey Family Foundation Program is available on this Web site in its entirety in the form of standard Web pages and as an Adobe Acrobat PDF download for ease of printing.
6. Feedback
We highly value your input. Because we are constantly striving to improve, we are asking if you would please take a moment to give us your feedback on this Web site, or any of our programs. Here’s how you can let us know – Please click here to leave comments for The American Foundation.