Legacy Giving

Leave a legacy with a lasting impact.

Making a legacy gift to The Aesthetic Foundation is an excellent way to give back to your specialty. By including The Aesthetic Foundation in your estate planning, you can leave a legacy that will benefit future generations.

One advantage of making a legacy gift to The Aesthetic Foundation is potential tax savings. Depending on the legacy giving option you choose, you may be able to reduce your estate taxes or receive a tax deduction for your charitable contribution, maximizing the impact of your donation.

Legacy Giving Options

Gift Your Life Insurance Policy

We have been fortunate to be named on several life insurance policies. You can make a difference, too, by adding The Aesthetic Foundation as a beneficiary in an existing life insurance policy or by taking one out in our name.

Gift Your Retirement, Brokerage, Savings, or Annuity Accounts

Another option is to name The Aesthetic Foundation as a beneficiary of any retirement, brokerage, savings, or annuity accounts. You can make The Aesthetic Foundation the sole beneficiary or allocate a percentage you are most comfortable with.

Gift Your Will or Trust

Including The Aesthetic Foundation in your will or trust is a meaningful way to support our mission while reducing your estate’s tax liability. You can bequeath cash, bonds, appreciated securities, real estate, personal property, or a percentage of your estate.

Making a gift through your will or trust is relatively easy. Once you've decided to support The Foundation, there are a few ways you can contribute:

General Bequest – A gift that states a sum or a percentage in your will or trust.
Residual Bequest – This gift allows you to give all or a percentage of your estate's "rest, residue, and remainder" after the estate has paid out the beneficiaries and taxes are paid.
Restricted Bequest – This gift lets you specify how to allocate the funds. Perhaps you want to fund a lecture, award, scholarship, or specific study area. If this interests you, please contact us to ensure we understand your wishes and can meet your goals.

President’s Circle

Legacy gifts of $100,000 or more qualify for our President’s Circle, the highest level of support. Depending on your wishes, you can choose to be recognized or remain anonymous.

Talk To Us About Legacy Giving

If you're interested in making a legacy gift, please fill out our Letter of Intent form. Our team will be in touch to discuss your philanthropic goals, answer any questions, and walk you through the process.

Alternatively, you can reach out directly with questions.

Give us a call: 562-799-2356

Email us: hello@theaestheticfoundation.org

It is important to discuss your wishes with your financial planner and attorney so you can appropriately review your options, declare your intentions, and understand any tax implications.

We graciously ask that you notify us if you are making a legacy gift to The Aesthetic Foundation so we can thank you and plan appropriately for the future.

Frequently Asked Questions

How do I designate The Aesthetic Foundation as a beneficiary?

To designate us as a beneficiary, you need to request the appropriate beneficiary designation form from your employer, insurance company, bank, or broker and utilize the correct language to ensure your generosity is honored and your intentions are clear.

Below is some sample language:

"I hereby give, devise, and bequeath $100,000 and No/100 dollars to the Aesthetic Surgery Education and Research Foundation (The Aesthetic Foundation), a nonprofit organization located at 11262 Monarch Street Garden Grove, CA 92841, Federal Tax ID #33-0613185, for The Aesthetic Foundation’s general use and purposes or as I may further restrict for charitable and educational purposes by written agreement.” The Aesthetic Foundation and the donor should sign this document.

How do I bequest The Aesthetic Foundation?

A bequest is a legal term for a gift made through a will. A charitable bequest is a way to leave property or assets to a charitable organization after death. The bequest can be a specific item, such as a piece of jewelry or a painting, or a sum of money or a percentage of an estate. A contingent charitable bequest can be made if an alternate beneficiary named in the trust or will is deceased. Your attorney can help you draft the necessary language to include a bequest to The Aesthetic Foundation in your will or trust.