American Mathematical Society

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Other Estate Planning Options

Planned gifts provide essential, lasting support and allow the Society to continue growing mathematical research and scholarship into the future.  Development Staff are pleased to consult in confidence with you and your legal advisor about Estate planning options.  Below you will find general information on a variety of charitable giving options.


Retirement Plans

Giving through your retirement plan is an effective, thoughtful way to support mathematical research and scholarship.  By reducing estate taxes, giving through a retirement plan can help maximize your gift.  To give through your retirement plan simply contact your plan’s administrator or Human Resources Department and request a “Change of Beneficiary” form. 

Charitable Remainder Trusts

Establishing a remainder trust with AMS as the charitable beneficiary allows you, or those you designate, to receive annual income for life or for a specified period.  Upon conclusion of the income rights, the gift property passes to the AMS to support our programs and activities, or for a purpose that you have designated.

Charitable Gift Annuities

Charitable gift annuities allow you to support the AMS mission and receive an immediate tax deduction for your gift. In exchange for your gift to AMS, you or your designated beneficiary will receive a specified annual income. The amount you receive is based on you or your beneficiary's age. A portion of the payments may be tax-free.  After the lifetime of all designated beneficiaries, the AMS will use your gift for its specified purpose.  Charitable gift annuities are made available in accordance with the AMS Gift Policies.

Other Giving Options

Giving to the AMS is a lifelong passion for many Fiske Society members, many of whom decide not to limit their support to planned gifts.  Your donation today can have an immediate impact on many AMS programs.  To see current AMS-funded programs, visit our What Your Gift Supports page, and to view other ways you can give to the AMS, visit our Giving Options page. To see how the AMS recognizes our supporters, visit the Honoring Your Generosity page.

Contact Us

Please allow us the opportunity to thank you.  If you have included the AMS in your Estate plan please notify us of your thoughtful commitment by simply filling out our online form or mailing a paper copy.
If you have questions about bequests or planned giving, or want to discuss your giving options, contact the Development Office.