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 info@nationalhospicefoundation.org or call (877) 470-6472.
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.