Estate Planning

Planned Giving Supports the Campaign for the InfoAge Science and History Museums

Do you want to leave a lasting legacy? Do you want to support InfoAge beyond your lifetime? If you answered Yes!, then you are like our many generous members who have decided to leave a gift through their will or trust to expand their support of InfoAge when they are gone. Supporting InfoAge through planned giving expands your philanthropic capacity by making a cashless gift now which will benefit InfoAge in the future.

The easiest way to leave a lasting gift to InfoAge is by including us in your will. A bequest is as simple as it is powerful; with a few words in your will, you can continue to support the preservation and education efforts of InfoAge beyond your lifetime. Chances are even after you have made adequate provisions for your family and friends, you can have a bigger impact than you ever thought possible — and you don’t have to be wealthy to do it!

Not interested in changing your will or trust but still want to support planned giving opportunities? One of the easiest ways to make a planned gift to InfoAge is by donating retirement assets to InfoAge. Such a gift allows you to maintain your quality of life and continue to provide for your family without changing your will.

These kinds of gifts mean future financial stability for InfoAge, allowing us to continue preserving the history of our community for many years. For you, these gifts can mean relief from estate taxes, capital gains tax relief, avoiding double tax on retirement assets, making a large gift through insurance plans, and even increased income. InfoAge is extremely grateful for all types of gifts and welcomes the opportunity to work with you and your personal advisors to determine if one or more planned giving arrangements are appropriate for you. Upholding your confidentiality is of the utmost importance to us, and all conversations, inquiries, and communications are held in strict confidence and without obligation.

In addition to making financial gifts today, you may also want to consider including InfoAge Learning Center in your long-term financial plans. This can provide you the opportunity to make a larger gift to InfoAge than you may have thought possible. InfoAge, these kinds of gifts mean future financial stability, allowing us to continue preserving the history of our community for many years. For you, these gifts can mean relief from estate taxes, capital gains tax relief, avoiding double tax on retirement assets, making a large gift through insurance plans, and even increased income.

The plans discussed below are only suggested ideas. If you would like to set up any of the following plans, we suggest that you discuss the possibilities with your attorney or financial planner. Please contact us, preferably by letter, and let us know of your plans.

How You Can Get Involved Through Planned Giving

• Gifts by Will or Revocable Trust – Name InfoAge in your will through a bequest provision.
• Qualified Retirement Plans – Designate InfoAge as a beneficiary of your retirement plan assets.
• Gifts of Securities – Transfer stock to InfoAge
• Gifts by Life Insurance – Designate InfoAge as owner/beneficiary of a life insurance policy.
• Charitable Reminder Trust – Create a trust that provides a fixed or variable income to meet your specific needs, at the termination of which all remaining assets are passed to InfoAge.
• Retained Life Estate – Give a remainder interest in in your personal residence, farm, or vacation home to InfoAge.

For more information on planned giving options, contact Thomas J. Veth, CPA at 732-291-1800 or tvethcpa@aol.com.

How to participate

If you are already prepared to name the Information Age Learning Center in your will you’ll need a few simple facts about us:

Legal Name: Information Age Learning Center
Address: 2201 Marconi Road, Wall Township, New Jersey
Federal Tax ID: 22-3607377

The gift can be declared in a number of ways. Here are some of the common ways to phrase your intentions:

Percentage of Estate
I give to Information Age Learning Center, currently of 2201 Marconi Road, Wall Township, New Jersey, ___% of my estate to be used in such a manner as the Board of Trustees of Information Age Learning Center shall, in its sole discretion, determine.

Residue of Estate (after probate costs and other expenses)
I give to Information Age Learning Center, currently of 2201 Marconi Road, Wall Township, New Jersey, ___% of the rest and residue of my estate to be used in such a manner as the Board of Trustees of Information Age Learning Center shall, in its sole discretion, determine.

Fixed Amount
I give to Information Age Learning Center, currently of 2201 Marconi Road, Wall Township, New Jersey, the sum of $___ to be used in such a manner as the Board of Trustees of Information Age Learning Center shall, in its sole discretion, determine.

Best of all, when you make a bequest, you will have the good feeling of having done something significant to help preserve the history of the United States. No other kind of donation gives you this privilege.

The Information Age Learning Center, DBA InfoAge is an exempt organization as defined by section 501(c)(3) of the Internal Revenue code. Donations to the Information Age Learning Center may be deductible, however, please contact your income tax professional for guidance.