AIM’s Legacy Society

AIM’s Legacy Society honors individuals and families who include AIM in their estate plans, ensuring that our mission and impact continue for generations to come.

We would be honored to have you include AIM in your will and join the Legacy Society. Your support will help sustain AIM’s organizing and benefit generations to come.

If you are interested in joining the Legacy Society, please refer to the following resources and contact Maureen Tam for more details (maureen@actioninmontgomery.org).

Legacy Gift Confirmation Form

Please complete our Legacy Gift Confirmation Form to let us know of your plans to include AIM in your will. Please email the completed form to Maureen Tam at maureen@actioninmontgomery.org, or mail to our office at 7710 Carroll Ave, Takoma Park, MD 20912.

Legacy Gift Confirmation Form

FAQ’s

  • The AIM Legacy Society honors individuals and families who include AIM in their estate plans, ensuring that our mission and impact continue for generations to come. It’s our way of recognizing those who make a lasting investment in the future of AIM.

  • A legacy gift allows you to support the causes you care about most, beyond your lifetime. By including AIM in your estate plan, you help sustain our community power-building, training, leadership development, and actions.

  • There are many simple ways to leave a legacy gift, including:

    • Naming AIM as a beneficiary in your will or trust.

    • Designating AIM as a beneficiary of a retirement account or life insurance policy.

    • Creating a charitable gift annuity or charitable trust.

    We recommend speaking with your financial or legal advisor to determine the best option for you.

  • Not at all. Legacy gifts come in all sizes! Every commitment makes a difference. Whether your gift is a percent of your estate or a fixed dollar amount, your legacy reflects your values and strengthens AIM’s future. Most individuals will leave the organizations they love a percentage of their will, trust, retirement account, etc.

  • Yes. While we encourage unrestricted gifts to allow for flexibility in addressing future needs, we are happy to work with you if you have a specific area of interest that aligns with AIM’s priorities.

  • You are under no obligation to tell us, but we hope you will. Sharing your intentions allows us to thank you during your lifetime and include you in the newly formed AIM Legacy Society — a community of visionaries who are shaping our future.

  • Members of the Legacy Society will be (if you wish):

    • Honored in our annual reports and on our website.

    • Invited to special gatherings and legacy society events.

    • Given the satisfaction of knowing their values will live on.

  • You can fill out our simple Legacy Gift Confirmation Form or contact Maureen Tam directly at maureen@actioninmontgomery.org. We’re happy to talk through your options and answer any questions.