The Caroline Earle White Society

Named for AAVS’s visionary and progressive founder, the Caroline Earle White Society recognizes those who have made provisions for AAVS in their estate plans in order to continue our mission into the future. When AAVS is made aware of your planned giving arrangements, you will be welcomed into the Society in recognition of your generosity and vital long-term support. Providing for AAVS in your estate is a powerful way to perpetuate your legacy of caring for animals while helping us achieve our mission to end the use of animals in science.

Planned Giving Options

BEQUEST IN WILL

A gift provided in your will is an excellent and uncomplicated way to support AAVS and help the animals. A bequest is a gift of cash or securities, while a devise is a gift of interest in real estate. You can also assign a percentage of the “remainder” after specific provisions for loved ones. To incorporate AAVS into your will, consult your attorney who may advise that you execute a new will or amend an existing one by adding a codicil, with wording such as:

“I give/bequeath/devise to The American Anti-Vivisection Society, a not-for-profit corporation located at 801 Old York Road, Suite 204, Jenkintown, PA 19046-1611, the sum of $____, (and/or ____% of the remainder of my estate) for the general purposes of the Society.”

LIFE INSURANCE

A contribution of life insurance will permit you to benefit AAVS while preserving other estate assets. This also reduces your taxable estate and yields an income tax deduction. Life insurance proceeds are not subject to probate, creditors’ claims, contests by heirs, or public access through probate court records.

CHARITABLE TRUSTS

Charitable remainder trusts combine the benefits of a gift and an investment, allowing you to maintain an income stream for yourself and/or another beneficiary, and then provide the remaining assets to AAVS upon the beneficiary’s passing.

RETIREMENT FUND

Retirement funds are the most heavily taxed assets that can be passed to family. However, leaving a retirement fund to AAVS will result in a charitable deduction that offsets estate tax and eliminates income tax on the distribution. And during your lifetime, the annual “required minimum distribution” of your retirement income can be donated to AAVS for a tax benefit as well.

CHARITABLE GIFT ANNUITY

Establishing a charitable gift annuity (CGA) today provides much-needed financial support for the animals as well as lifetime income and tax benefits for you or your loved ones. A CGA pays a fixed amount in return for a transfer of cash, marketable securities, or other assets.

AAVS CHARITABLE GIFT ANNUITY RATES (SINGLE LIFE)

AGE	70	75	80	85	90+
RATE	6.3%	7.0%	8.1%	9.1%	10.1%

NOTE: Rates effective as of January 1, 2024 and subject to change.

DONOR ADVISED FUND

A Donor-Advised Fund (DAF) is a charitable giving account created through a tax-deductible contribution to a sponsoring public charity or community foundation. After establishing your DAF, you may then recommend AAVS to be a grant recipient. Your donation is invested based on your preferences, and has the potential to grow tax-free. Also, you can designate AAVS as a beneficiary of your DAF upon dissolution. Please visit our DAF page for more information.

Benefits of Planned Giving

Among the many benefits of planned giving for both you and AAVS:

• Providing additional lifetime income to you or a loved one
• Passing assets to your family at a reduced tax cost
• Reducing income tax and avoiding capital gains tax
• Ensuring that your specific wishes are carried out
• Making a significant gift to a cause that is very important to you

Again, making such a decision insures the continuation of your legacy, funds AAVS’s work for years to come, and also serves as an inspiration to others. AAVS could not sustain our activities for the animals without the legacies that we receive, and we are deeply grateful for each and every one. Thank you!