Creating a Legacy for Appraisal Education

Creating a Legacy

Leaving a gift to the ASA Educational Foundation or the NAIFA Education & Research Trust in your will or by beneficiary designation is a great way in invest in the future of appraisal education and make a lasting difference for the valuers of tomorrow.

How You Benefit

  • You decide how much to give—no gift is too small.
  • Your gift costs you nothing now.
  • You retain control of your assets during your lifetime and, if your circumstances change, you can modify the gift.
  • You may choose to keep your gift anonymous.
  • You can leave a gift in honor or memory of someone who inspired your commitment to education.
  • You will be remembered as someone who made our profession better for valuers today and for future generations.

Choose the Right Gift for You

  1. Make a difference by signing your name as a beneficiary to any of these types of accounts:
    • Retirement Accounts
    • Life Insurance Policies
    • Bank or Brokerage Accounts
    • Certificates of Deposit
    • Donor Advised Funds

2. Make the most of your IRA
If you are over age 70 1/2, you can save on income tax when making donations to qualified charities, such as the ASA Educational Foundation or the NAIFA Education & Research Trust, directly from your Individual Retirement Account (IRA).

3. Include a gift in your will
Leave a gift that costs you nothing now. You can take care of your family first, and include the ASA Educational Foundation or the NAIFA Education & Research Trust to receive a specific amount or percentage of your estate. Or, name us a contingent beneficiary, so future valuers are next in line after your loved ones.

Tell Us About Your Gift

    If you leave a gift for the future of appraisal education, we welcome the chance to say thank you. Plus, you can set an example and inspire others to consider this type of gift to the ASA Educational Foundation or the NAIFA Education & Research Trust. With a gift that costs you nothing now, you can forever be remembered as someone who believes in the power of appraisal education.

    We’re Here To Help - To notify us of a legacy gift you have planned, or to discuss the best gift option for you, please contact our customer service team or call 800-272-8258.