Planned Giving Overview

Learn more about our most devoted Heritage Circle Members.

Did you know that it is possible to assist Native Americans without it costing you anything during your lifetime?

PWNA offers a variety of ways that you can donate to a vital cause and help to ensure a brighter future for many Native Americans living on the Northern Plains and Southwest reservations — while achieving your financial goals.

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Contribute

Bequests

Bequests

You can include a bequest provision in your will or living trust that specifies an amount or percentage of your estate that you wish. Read More

Life Insurance

Life Insurance

Your life insurance policy is usually an untapped and forgotten part of your financial planning. Yet it is a simple way to benefit Native American people. Read More
 

Retirement Plan

Retirement Plan

You can designate Partnership With Native Americans as a beneficiary to receive all or a portion of your retirement account upon your death. Read More
 

Donor-Advised Funds

Donor-Advised Funds

Benefits for you: it is based on funds you have already set aside for philanthropy and you still get the same tax benefits from your donor-advised fund. Read More
 

Donation of Stock

Donation of Stock

If the stock the donor is contributing has increased in value from the time of purchase, the donor may avoid paying the capital gains tax by donating the security directly to pwna. Read More

Gift Annuities

Gift Annuities

A charitable gift annuity is an agreement under which a charity, in return for a transfer of cash from a donor, agrees to pay a fixed amount of money to that donor, for their lifetime. Read More

Membership Benefits

You may choose the program or programs of your choice, such as NPRA, SWRA, AIEF, SWIRC, NAA, NRF, SNRF, and/or RAR. Many Heritage Circle members have chosen to include several of our programs in their Estate Planning or PWNA in general.

Planned Giving Options

This chart will help you quickly evaluate a wide range of gift opportunities designed to meet your wishes as well as brighten the future for Native American people. View all your Planned Giving options.

TYPEHOWADVANTAGES
CURRENT GIFT A donation you make now can be used promptly to meet our urgent needs. You can see the beneficial results of your gift without delay and you maximize your income tax savings.
Charitable Gift Annuity Donate a cash gift of $20,000 or more and sign a gift annuity agreement. Reduce your overall tax bill while receiving calculated quarterly payments for your lifetime.
Cash Write a check It's quick and easy

Planned Giving Contact

You can request more information online by submitting this form.

You are also encouraged to consult with your legal and financial advisors when considering a planned gift.

Partnership With Native Americans
Planned Giving Support
16415 Addison Rd., Suite 200
Addison, TX 75001

FAQ

Find answers to the most commonly asked questions about Planned Giving.