Gift Planning

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Make a Future Gift of Retirement Assets

Search For My Custodian:

Your Name
Your Address (Street or P.O. Box)
Your ZIP
 Notify us of your IRA gift
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Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section.

Beneficiary Designation Gifts

Designate Partnership With Native Americans as one of the beneficiaries of your retirement or investment accounts. Such assets may include your IRA, 401(k), 403(b), bank account, pension or a life insurance policy.

Beneficiary Designation Gifts
Donor
Designation Form
Account Custodian
(IRA/Investment)
PWNA
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How to Select a Beneficiary

To leave your retirement assets to Partnership With Native Americans, you will need to complete a beneficiary designation form provided by your retirement plan custodian. As a beneficiary, Partnership With Native Americans will receive the full value of your gift because your retirement assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

Charitable Beneficiary: Use Assets with No Step up in Basis

Did you know that 40%-60% of your retirement assets may be taxed if you give them to your heirs at your death? Leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to Partnership With Native Americans. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.

Select the "Make a Future Gift of Retirement Assets" tool to contact your retirement plan custodian and designate a future gift to Partnership With Native Americans.

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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