Planned Giving

Create a lasting legacy supporting martial arts excellence and community

What is Planned Giving?

Planned giving allows you to support the AMAA Foundation's mission through a significant gift while also receiving personal financial and tax benefits. By including the Foundation in your long-term financial and estate plans, you can make a meaningful difference in the lives of martial artists and communities for generations to come.

Whether you're looking to maximize your charitable impact, create a legacy, or achieve specific financial goals, planned giving offers flexible options to suit your circumstances and values.

Planned Giving Options

Charitable Bequests

Leave a gift to the AMAA Foundation in your will or living trust. A bequest can be a specific dollar amount, a percentage of your estate, or a remainder after providing for loved ones.

  • ✓ No cost during your lifetime
  • ✓ Flexible—you can adjust as circumstances change
  • ✓ Provides estate tax deduction
  • ✓ Simple to establish

Suggested language for your will: "I bequeath [amount/percentage] to the American Martial Arts Alliance Foundation, a 501(c)(3) nonprofit organization."

Charitable Remainder Trusts (CRT)

Transfer assets to a trust that provides you (or your beneficiaries) with income for life or a term of years, with the remainder going to the AMAA Foundation.

  • ✓ Provides lifetime income stream
  • ✓ Immediate charitable income tax deduction
  • ✓ Avoids capital gains tax on appreciated assets
  • ✓ Estate tax reduction

Best suited for donors with appreciated assets (stocks, real estate, artwork) and those seeking income while supporting a cause.

Donor-Advised Funds (DAF)

Contribute appreciated assets to a fund, receive an immediate tax deduction, and recommend grants to the AMAA Foundation over time.

  • ✓ Immediate charitable tax deduction
  • ✓ No capital gains tax on contributed assets
  • ✓ Flexibility in timing of grants
  • ✓ Professional investment management

Ideal for donors wanting to consolidate charitable giving or time donations strategically.

IRA Charitable Rollover

If you're age 70½ or older, direct distributions from your IRA directly to the AMAA Foundation. This counts toward your required minimum distribution.

  • ✓ Distributions are tax-free to you
  • ✓ Satisfies required minimum distributions
  • ✓ Reduces taxable income
  • ✓ No income limit restrictions

The maximum annual rollover is $100,000 per person. Work with your IRA custodian to arrange the transfer.

Charitable Lead Trusts (CLT)

Transfer assets to a trust that makes annual payments to the AMAA Foundation for a set period, with the remainder passing to your heirs.

  • ✓ Reduces gift and estate taxes
  • ✓ Significant charitable tax deduction
  • ✓ Transfers wealth to heirs at reduced tax cost
  • ✓ Benefits both charity and family

Best suited for high-net-worth individuals seeking to reduce estate taxes while supporting the Foundation.

Life Insurance & Retirement Assets

Name the AMAA Foundation as a beneficiary of your life insurance policy or retirement account for a meaningful legacy gift.

  • ✓ Easy to establish or modify
  • ✓ No cost during your lifetime
  • ✓ Avoids probate
  • ✓ Can provide substantial gift to Foundation

Contact your insurance provider or plan administrator to add or update beneficiary designations.

Benefits of Planned Giving

Tax Advantages

Many planned gifts offer significant tax deductions, capital gains tax avoidance, and estate tax reductions, helping you maximize your charitable impact.

Personal Legacy

Create a lasting impact on martial arts education and community development. Your gift will support the Foundation's mission for generations to come.

Financial Flexibility

Planned giving options allow you to support a cause you care about while maintaining your lifestyle and meeting your family's financial needs.

Income Streams

Some planned gifts (like charitable remainder trusts) can provide you with regular income during your lifetime, creating a win-win situation.

Asset Diversification

Convert appreciated assets into diversified investments while supporting the Foundation and reducing your capital gains tax burden.

Recognition & Impact

Planned giving donors are recognized as visionary supporters of the Foundation and receive regular updates on how their gift makes a difference.

Getting Started

1

Consult Your Advisors

Speak with your financial advisor, tax professional, or attorney to determine which planned giving option best suits your situation and goals.

2

Contact Our Team

Reach out to our development team to discuss your philanthropic goals and explore how we can work together to create your legacy gift.

3

Receive Necessary Information

We'll provide you with our legal name (for bequests), EIN, and any other information needed to complete your planned gift.

4

Make Your Gift

Work with your advisor to establish your planned gift. We'll be available to answer questions throughout the process.

Have Questions?

Our development team is here to help you explore planned giving options and answer any questions you may have about supporting the AMAA Foundation.

Contact Our Team