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Daughter's Memory Lives on Through Gift
Many Daughters have invested in retirement accounts as a way to provide for their future. These retirement accounts can vary by name, such as IRAs, 401(k)s and TSP accounts, but they all achieve the same goal: to help you financially during your retirement years. Retirement accounts not only help provide income for Daughters, but the leftover funds may also be gifted to specified beneficiaries once they have passed away. The assets can go to a Daughter's family, friends or even charities, such as NSDAR.
Lori Matia of Bronx, New York, was one such Daughter who included NSDAR as a beneficiary in her retirement account. She owned a 401(k) retirement plan and designated a percentage of her account to NSDAR upon her passing. Because of her forethought and generosity, she gave almost $55,000 to NSDAR, which will now be used to benefit the President General's Project. Lori cemented her legacy, and her memory lives on within our treasured house beautiful.
Daughters all over the nation can follow in Lori's footsteps. Simply list NSDAR as a beneficiary of your existing retirement account, and you will ensure your legacy lives on within the organization.
We are forever grateful for Lori, as she helped continue our mission of historical preservation, securing America's future through better education and preserving American history for the future.
Contact the Office of Development at firstname.lastname@example.org or (800) 449-1776 to learn about creating a lasting legacy at NSDAR.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.
You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to NSDAR as a lump sum.
You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to NSDAR as a lump sum.