The AAI Sherman Society, named for the author of the Sherman Act, is composed of individuals who have made beneficial commitments to the AAI in their will or otherwise. If you include the AAI in your will, please advise us.
A gift to the AAI through a retirement plan or life insurance policy is a simple and meaningful way to help ensure a strong future for competition policy in the United States. Such a gift can be an effective and tax efficient way to increase the assets going to loved ones and charity.
What are the benefits of naming the AAI as a beneficiary of my retirement plan or life insurance policy?
Gifts of life insurance policies and retirement plans are considered non-probate assets and automatically bypass probate court. They are, however, subject to potential taxes, just like any property you own or in which you have incidents of ownership upon your death. Designating the AAI as a beneficiary of your life insurance policy or retirement plan may allow you to avoid taxes that apply if you were to leave these assets to individuals.
What do I need to know before I name the AAI as a beneficiary of my retirement plan or life insurance policy?
Should you decide to name the AAI as a beneficiary of your retirement plan or life insurance policy, you should do so directly though your plan’s beneficiary designation form.
What information do I need to include on a beneficiary designation form?
When designating the AAI as a beneficiary of your retirement plan or life insurance policy on a beneficiary designation form, simply provide the legal name, address, and taxpayer identification number, which are as follows:
The American Antitrust Institute
1730 Rhode Island, NW Suite 1100
Washington, DC 20036
Tax ID #52-2093738
To avoid confusion, you should specify the portion you wish to go to AAI, either as a percentage or a dollar amount. For More Information: If you would like to discuss the various ways in which you might include the AAI in your retirement account or life insurance beneficiary designation, please contact the AAI President.