Leave a Legacy to the Angel Community through Planned Giving

The Angel Investor Foundation is now inviting donors interested in giving through estate planning or life income vehicles to join the AIF Seraphim Society. Members enjoy a close relationship with the Foundation and the Angel Capital Association and are recognized in various ways throughout the year.

A bequest or other form of planned gift to the Angel Investor Foundation is a powerful expression of your support for the future of angel investing and entrepreneurship. If you would like to join others who have provided for the Foundation in this special way, simply reach out.

For more information about how you can support the Angel Investor Foundation, please contact Director of Development Katelynne Staehnke at kstaehnke@angelinvestorfoundation.org.

Membership

Anyone who has notified AIF of their intent to include the Foundation as a beneficiary of their estate plan is eligible for membership. Membership involves no dues, obligations, or solicitations, but it does allow the Foundation to thank and recognize donors for the plans they have made and to encourage others to follow the example. Anyone who confirms their membership in the AIF Seraphim Society by June 30, 2024, will be recognized as a Charter Member.

Recognition

Members are recognized throughout the year on the Foundation’s website, in an Annual Report, and at major Foundation and ACA events including the annual ACA Summit and are honored for making a lasting contribution to angel investing’s long-term success. Each year, a new class of AIF Seraphim Society members will be formally inducted at the ACA Summit; this will represent those who announced their commitments over the preceding year. AIF Seraphim Society members will be indicated in all donor listings with a special symbol and receive priority seating at general sessions at the ACA Summit.

Sample Bequest Language

Unrestricted Gifts

You may designate your bequest to the AIF to be used for any purpose (an “unrestricted bequest”). Those funds will be applied to the Foundation’s greatest needs at the time your bequest is realized and will provide much-needed funds to meet emerging priorities.

I, [Name], of [City, State, ZIP], give to the Angel Investor Foundation, located in Overland Park, KS, the sum of $________ [or property described herein] [or _______ percent (___%) of the rest of my estate] to be used by the Angel Investor Foundation in its discretion for general purposes.

Restricted Gifts

You may instead designate a specific purpose for your bequest (a “restricted bequest”). For example, a gift may be earmarked for entrepreneur or angel investor education.

“I, [Name], of [City, State, ZIP], give to the Angel Investor Foundation, located in Overland Park, KS the sum of $________ [or property described herein] [or _______ percent (___%) of the rest of my estate] to be used by the Angel Investor Foundation for the following purpose:_____________________.

NOTE: If you are interested in supporting a particular program area with your estate gift, the AIF board and staff would welcome the opportunity to discuss how such a gift can best align with the Foundation’s mission and be certain your wishes can be carried out in the future.

The Angel Investor Foundation strongly encourages you to consult with a qualified attorney or financial services professional to assist in the development of your estate plan. For assistance in finding a qualified attorney, please contact your local bar association. AIF stands ready to work with you and your advisors to ensure your charitable goals for the Foundation are effectively accomplished.

Contact us for More Assistance

For more information about how you can support the Angel Investor Foundation, please contact Director of Development Katelynne Staehnke at 913-894-4700x7, or kstaehnke@angelcapitalassociation.org.