The Whalen Legacy Society
Named in honor of Barbara and Kevin Whalen, the Whalen Legacy Society brings together friends of AANE who are committed to supporting the future of the organization with planned gifts.
The Whalen Legacy Society was established in 2021 in honor of AANE’s 25th anniversary. From bequests to beneficiary designations, there are a variety of ways you can support the future of AANE as a member of the Whalen Legacy Society. Scroll down to learn more about the types of planned gifts that benefit AANE. With permission, Whalen Legacy Society members are recognized in our Annual Report.
Ways to Give
There are several ways for you to include AANE in your financial plans. For more helpful information about making any of these kinds of gifts, please click here, or email us at firstname.lastname@example.org with your questions.
Donate Your IRA Rollover to AANE
The Pension Protection Act provides that IRA owners age 70 ½ or older may donate all or a portion of their IRA, up to $100,000, and avoid income taxes that would ordinarily incur with normal distribution. The rule was extended by Congress through at least the end of 2010. The transfer must be made directly from the IRA to AANE.
Make a Bequest to AANE
A gift made through your will, a bequest is a simple and straightforward way to care for the future of AANE.
Make AANE a Beneficiary of a Trust, Fund, or Life Insurance Policy
Charitable Remainder Trust (CRT)
A CRT provides the donor or designated beneficiaries with a stream of income for the donor's lifetime or term of years. After the trust terminates, the accumulated principal, or "remainder," goes to AANE.
The trust itself is tax-exempt, so appreciated assets, such as stock, can be put in the trust and sold without incurring capital gains tax. An immediate income tax deduction is received on a substantial portion of the value of the trust.
A charitable remainder unitrust pays an annual percentage rate of return, so the payout will vary depending on the principal in the trust at the end of each year. A charitable remainder annuity trust pays a fixed annual amount regardless of the principal in the trust.
Charitable Lead Trust
A charitable lead trust provides for a gift of payment from assets for a term of years, and then the property passes to the individuals you designate.
In addition to granting awards to AANE, you can also designate AANE as your Donor-Advised Fund’s successor beneficiary.
Life Insurance Policy
You can name AANE as the primary beneficiary or successor beneficiary of a life insurance policy. When proceeds are paid to us, your estate will be granted a charitable estate-tax deduction.
Thank You to Our Founding Members
With tremendous gratitude for your dedication and your vision, we celebrate the commitment you have made to AANE’s growth and future success.
- Dian Bohannon
- Jayne Burke
- Brenda Dater
- Susan Erickson
- Mark Goodman
- John Halpern
- Dania Jekel
- Martha Juelich
- Martha Markowitz
- Dan and Barbara Rosenn
- The Whalen Family
The Founding of the Whalen Legacy Society
When Kevin and Barbara Whalen’s son was diagnosed as being on the spectrum in the early 1990s, they immersed themselves in educational plans, research, and support groups. AANE, newly founded in 1996, became a lifeline for Kevin, Barbara, and their family.
At the time, AANE had only one staff member and a handful of volunteers. Barbara and Kevin became integral members of AANE’s community; Kevin later became the first Chair of AANE's Board of Directors. AANE is proud to celebrate Barbara and Kevin's legacy of service and generosity with the establishment of the Whalen Legacy Society.