Planned Giving Opportunities

Making a Bequest

There is no better way to leave a legacy than to remember APF in your estate plans. Making a bequest to the Foundation is a wonderful way for you to give back to the profession, and because APF is a 501 (c)(3) tax-exempt organization, your bequest will be exempt from taxes.

Making a bequest is as simple as asking your attorney to include language in your will expressing your wish to do so. Once you have made a bequest and informed APF in writing that you have done so, you will become a member of APF’s Legacy Club.

Legacy Club members receive invitations to special APF receptions and events, preferred seating at the annual APA Convention Opening Session, and new members are honored at the annual APF Friends of the Foundation reception in the year that they make a bequest. Members' names are listed in the American Psychologist and Psychology Giving, the APF quarterly newsletter.

For a list of current APF Legacy Club Members click here.

The following are possible ways in which you may choose to make a bequest to the Foundation:

Percentage

This method provides the most flexibility since the gift fluctuates according to the size of the estate.

Fixed Amount

The most common way to make a bequest is to leave a fixed amount; however, this option may not necessarily be the best option for you.

Residuary

This is what is left after all other debts, taxes, expenses and other bequests have been fulfilled.

Life Income

You can make a bequest as a gift to charity that can also provide lifetime payments to any individual(s) you designate.

For your convenience, we have included sample bequest language on our website. However, APF strongly urges consultation with your attorney when developing or making changes to your will or other estate plans.

For More Information

For more information about leaving a legacy to APF, please contact Elizabeth Merck, Assistant Director of Development, at (202) 336-5622.