Retirement Plan Donation

DESIGNATION OF CHARITIBLE BENEFICIARY

Traditional retirement plans are one of the best assets to leave to charities if you wish to avoid income and estate tax.

You can designate Partnership With Native Americans as a beneficiary of your plan such as a 401k or IRA to receive all or a portion of your retirement account upon your death. Your estate will receive a charitable deduction for the value of the assets distributed to Partnership With Native Americans.

rar Retirement Plan Donation

Charitable Gift During Life

QUALIFIED CHARITABLE DISTRIBUTION (QCD)

A qualified charitable distribution (QCD) is a distribution from your IRA made directly to an eligible charity such as Reservation Animal Rescue or a PWNA program. If you own an Individual Retirement Account and are at least 70 and 1/2 years old, you can contribute some or all of your IRA assets to Reservation Animal Rescue up to $100,000. The gift counts toward your Required Minimum Distribution (RMD) starting at age 72 years old.

NOTE: For you to be eligible for the tax benefits of this form of contribution, the distribution must come directly from your IRA representative to PWNA following your authorization. Our Planned Giving Office can provide you a sample instruction letter to provide to your IRA representative.

rar Retirement Plan Donation


If you have any questions regarding planned giving, please contact Joe Langenderfer, CFRE, Director of Planned Giving at (214) 217-2600 Ext. 111. You are also encouraged to consult with your legal and financial advisors when considering a planned gift.

Have questions?

Click here to request more information or visit our Frequently Asked Questions (FAQ) section!
Compare alternatives with our Planned Giving Options page.

 

Our Mission: Serving immediate needs. Supporting long-term solutions.
Our Vision: Strong, self-sufficient Native American communities.

16415 Addison Rd, Suite 200, Addison, TX 75001-3210
United States
Phone: 800-416-8102
© 2021 PARTNERSHIP WITH NATIVE AMERICANS
Privacy Statement
Registered 501(c)(3). EIN: 47-3730147

BBB Accredited Charity CFC Guidestar Great Nonprofits Charity Navigator