Daughter's Memory Lives on Through Gift

Loria MatiaMany 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 giftplanning@dar.org or (800) 449-1776 to learn about creating a lasting legacy at NSDAR.

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A charitable bequest is one or two sentences in your will or living trust that leave to National Society Daughters of the American Revolution a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to National Society Daughters of the American Revolution, a nonprofit corporation currently located at 1776 D Street NW Washington, DC 20006, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to NSDAR or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

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.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and NSDAR where you agree to make a gift to NSDAR and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.