Gift Planning

Gifts of Retirement
Assets
(Give More for Less)

How it works

	You name the National Society Daughters of the American Revolution as the beneficiary of your IRA, 401(k), or other qualified plan.
	Any residual amount left in your plan when you die passes to NSDAR tax-free.

Benefits

• You can escape both income and estate tax levied on the residual left in your retirement account by leaving it to NSDAR.
• You can continue to take withdrawals during your lifetime.
• You can change your beneficiary if your circumstances change.
• You can elect to leave retirement plan assets to NSDAR through your will or revocable trust instead.
• You can have the satisfaction of knowing that your hard-earned retirement assets will support NSDAR when you are gone.