• Charitable IRA Rollover

Planned Giving

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.

Donor Stories

Donor Stories

Learn how others have made an impact at AU with their thoughtful gift plans. Explore the many benefits of charitable gift planning.
Gift Options

Gift Options

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.
Integrity and Initiative

Personal Planner

Integrity and Initiative
Pat and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world. Pat: "I've been thinking about our three children. They are all doing fine, but we...
IRS Launches

Washington News

IRS Launches "Don't Take the Bait" Campaign
In IR-2017-119 the IRS warned tax professionals to not "Take the Bait" of spear phishing emails. Many tax preparers are receiving emails from tax fraudsters. A typical email could be similar to the following: Subject: Tax...
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