The Easiest Way to Make an Impact

A Gift in Your Will or Living Trust

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Interested in helping the American Academy of Optometry Foundation with our mission but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest.

By including a bequest to the AAOF in your will or living trust, you are ensuring that we can continue our mission for years to come. Your gift also entitles your estate to an unlimited federal estate tax charitable deduction.

Check Out This Potential Scenario

Young family with kidsWhen Tom and Martha got married, they made a point to put together a will to protect their assets. They both loved the AAOF and decided to include a bequest of $75,000 to us in their will.

As Tom and Martha's family grew to include three children, they decided to revise their gift to ensure their children's future financial security. They met with their attorney and simply revised the bequest language so that their gift to the AAOF was now a percentage of their estate instead of a specific amount. Tom and Martha now rest easy knowing when they die, their plans will provide for the people and charitable work they love.

Learn How to Fund It

You can use the following assets to fund a bequest:

Next Steps

  1. Contact Maureen Dimont at 321-319-4870 and 321-319-4871 (direct) or MaureenD@aaoptom.org for additional information on bequests or to chat more about the different options for including the AAOF in your will or estate plan.
  2. Seek the advice of your financial or legal advisor.
  3. If you include the AAOF in your plans, please use our legal name and federal tax ID.

Legal Name: American Academy of Optometry Foundation
Address: 2909 Fairgreen Street, Orlando, FL 32803
Federal Tax ID Number: Please contact us for our federal tax ID number.

Ready to start planning today? View and download your FREE copy of A Guide to Making Your Will: Direct Your Assets to the People and Causes You Care About Most.View My Free Brochure
Not Sure How to Begin Planning?Download our FREE Personal Estate Planning Kit