To participate in the Atlantis Legacy, complete the following steps:

1. Prepare a valid will if you have not already done so. If you do not have an estate planning attorney, ARI can assist you in locating one in your area.

2. Name the Institute as a beneficiary of part or all of your estate. You may designate ARI to receive a percentage of your estate, a specified dollar amount and/or particular assets. You may also designate ARI as a residuary beneficiary, to receive part or all of your remaining estate after other bequests have been honored, or as a contingent beneficiary, to receive a gift under certain conditions. See Sample Bequest Language to aid you and your attorney in structuring a bequest to ARI.

3. Alternatively or in addition, name ARI as a beneficiary of your insurance policy, retirement plan, bank or brokerage account or other financial assets. Contact your insurance company, retirement plan custodian, etc., for the proper beneficiary forms.

4. To formalize your participation in the Atlantis Legacy, download the Confidential Response Form (requires Adobe Reader) and complete and mail it, thereby notifying ARI that you have arranged a bequest or other deferred gift to ARI. Of course, any information you provide to ARI will be kept strictly confidential.

5. At any point in the process, you are welcome to contact Kathy Cross, ARI’s Gift & Estate Planning Manager, with your questions, at 732-242-9408, or kcross@aynrand.org.

ARI is committed to providing donors with accurate and authoritative information about planned giving. However, we cannot render legal or tax advisory services, and the information in these Web pages is not intended to serve as legal or tax advice. We urge donors to consult their own advisors regarding the tax and legal consequences of potential gifts. We are pleased to work with donors’ advisors as well as our own to ensure the best result for all concerned.

The Ayn Rand^® Institute is a 501(c)(3) non-profit organization recognized by the U.S. Internal Revenue Service. ARI’s federal identification number is 22-2570926.

Atlantis Legacy^® is a registered trademark owned by the Ayn Rand Institute. All rights reserved.