Types of Planned Gifts
Naming NFA Foundation, Inc. as the beneficiary of a retirement assets such as a 401(k), 403(b), pension, IRA, life insurance policy, or donor-advised fund, allows you to accomplish a philanthropic goal while realizing tax benefits.
If you are considering making a planned gift in support of NFA, consider naming the NFA Foundation, Inc. as a beneficiary or partial beneficiary by requesting a change of beneficiary form from your plan custodian, broker, banker, or insurance agent.
Please list NFA Foundation, Inc. as beneficiary at 321 Broadway, Norwich, CT 06360. Let us know so we can thank you!
When you make a gift through a charitable IRA rollover, you can:
- Count the amount of your rollover toward your required minimum distribution (RMD) for the year.
- Avoid additional taxable income, which may allow you to avoid taxation at a higher tax bracket.
- Satisfy multi-year pledges to the NFA Fund or your reunion gift.
- Create or add a permanent endowment in your name or in memory of a loved one.