Other Estate Planning 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.

To see how the AMS recognizes our supporters, go to Let Us Thank You.

Questions? Email or call Robin Marek at (401) 455-4089

American Mathematical Society