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NEW! Gifts
from IRAs: Better Than Cash—An opportunity for donors age 70½
Retirement plans, when passed on to heirs, can incur as much as
80 percent in taxes, because this asset faces double taxation. Not only
is the amount of the plan reduced by estate taxes, but the recipient must
also pay income taxes on the plan.
If you plan to make a legacy gift to NCPB, you may want to consider naming
us the beneficiary of your IRA, 401(k), pension or other retirement
plan and leaving other assets to your family. Naming us the primary beneficiary
avoids all income and estate taxes on the retirement plan.
To make the designation, advise your plan administrator of your decision
and complete and sign the appropriate form.
Life Insurance
Many individuals have life insurance policies whose benefits they no
longer need. If this applies to you, you may want to consider naming
NCPB the beneficiary and assigning us ownership of the policy. In doing
so, you will receive a charitable deduction; and in removing the life insurance
policy from your estate, you may also reduce your estate taxes.
For More Information
To request a brochure on charitable giving through retirement plans or
life insurance, please complete our request for information form.
Please Let Us Know Your Plans
By informing NCPB of your Legacy Gift, you help us prepare for the future.
And, equally important, you also give us the chance to thank you for your
generosity. To notify us of your interest in Legacy Society membership, please
complete our request
for information form.
Find out how your legacy gift can live on forever...
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