Make a Future Gift of Retirement Assets

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	IRA web page
Notify us of your Beneficiary Designation
Your Name Your Email Comments Send
Thank you for considering a beneficiary designation gift to us. The website link will take you to your retirement plan custodian's website, where you may be able to log in and include Partnership With Native Americans as a designated beneficiary. Another option is to use the phone number to call your retirement plan custodian. They will assist you in updating your beneficiary designation. If you would like to notify us of your generous beneficiary designation, please complete the Notify us of your Beneficiary Designation section.

Your Name

Your Address (Street or P.O. Box)

Your ZIP

Notify us of your IRA gift

Your Email Comments Send

Create Letter

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

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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