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Gifts of Retirement Assets

Gift of Retirement Assets
Retirement Assets
NTHP
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If you are like most people, you probably will not use all your retirement assets during your lifetime. You can donate part or all your unused assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, to help further our mission.

Benefits of gifts of retirement assets

  • Avoid potential estate tax on retirement assets
  • Your heirs would avoid income tax on any retirement assets funded on a pre-tax basis
  • Receive potential estate tax savings from an estate tax deduction

How to make a gift of retirement assets

To leave your retirement assets to the National Trust for Historic Preservation, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate the National Trust as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift. Another option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to the National Trust. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.

Contact us

If you have any questions about gifts of retirement assets, please contact us. We would be happy to assist you and answer any questions that you have.

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