Benefit hospice and your heirs by naming the National Hospice Foundation as a beneficiary of your IRA, 401k and other qualified plan through this tax-efficient gift.
A gift of retirement plan assets is an easy way to reduce potentially high taxes and support the National Hospice Foundation. This option costs you nothing during your lifetime and leaves a legacy to support end-of-life care in the United States.
How to Name National Hospice Foundation as a Beneficiary of Your Retirement Plan Assets
By naming the National Hospice Foundation as a beneficiary of your qualified retirement plan asset such as an IRA, 401(k), Keogh or profit-sharing pension plan, you accomplish your charitable goal while maintaining complete control over your asset while living. At your death, the plan proceeds, which can carry a heavy tax burden if left to heirs, pass to NHF free of both estate and income taxes.
If you wish to support the National Hospice Foundation through your retirement plan:
- Contact your retirement plan administrator to request the beneficiary form.
- Indicate how much, or what percentage of the remaining fund should be designated to the National Hospice Foundation.
- Return the form to your plan administrator.
Benefits to You
- Save federal and state taxes
- Preserve more non-retirement plan assets for family
- Gain the satisfaction of making a significant gift to the National Hospice Foundation
*The beneficiary form requires NHF's legal name and address and tax ID number.
National Hospice Foundation
1731 King Street
Alexandria, VA 22314
NHF Tax ID #: 54-1586967
Designation – National Hospice Foundation
Please contact us with questions at firstname.lastname@example.org or call (877) 470-6472.
In Memoriam Becky McDonald
Becky McDonald, mother, friend and hospice pioneer, designated the Foundation to be the beneficiary of her retirement plan assets. Read more…
Information on this website is not intended as legal, tax or investment advice. All gift options should be discussed with your legal, tax and financial planning advisers.