Gift Planning
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Gifts of Retirement Assets
(Gift illustration)
How it works
You name National Parks Conservation Association as the beneficiary of your IRA, 401(k) or other qualified plan.
After your lifetime, the residue of your plan passes to NPCA tax-free.
Benefits
- You can escape both income AND estate tax levied on the residue left in your retirement account by leaving it to NPCA.
- Give the most-taxed asset in your estate to NPCA, and leave more favorably taxed property to your heirs.
- You can continue to take withdrawals during your lifetime.
- You can change the beneficiary if your circumstances change.
For more information
Email us, complete the personal illustration form, or call us toll free at 1.877.468.5775 so that we can assist you through every step of the process.