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Notify us of your beneficiary designation gift
If you check the box in this area, a module will open where you can enter your name and email to notify us of your beneficiary designation gift.
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Thank you for considering a beneficiary designation gift to us. The website link will take you to your retirement plan custodian's website, where you may be able to log in and include Church of the Nazarene Foundation as a designated beneficiary. Another option is to use the phone number to call your retirement plan custodian. They will assist you in updating your beneficiary designation. If you would like to notify us of your generous beneficiary designation, please complete the Notify us of your Beneficiary Designation section.
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Notify us of your IRA gift | ||||||
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Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section. |
Beneficiary Designation Gifts
A beneficiary designation is a simple and affordable way to make a gift to ministry that does not require an attorney. You can make a gift of your retirement, investment, or bank account or your life insurance policy.
(IRA/Investment)
Benefits of a beneficiary designation gift
- Support the ministries that are important to you
- Continue to use your accounts as long as you desire
- Simplify your planning and avoid expensive legal fees
- Reduce the burden of taxes on your family
- Receive an estate tax charitable deduction
How a beneficiary designation gift works
A Beneficiary Designation Gift can be made simply by completing the appropriate form given to you by your retirement plan administrator, life insurance company, or bank or investment broker. To complete your bequest, designate the Nazarene Foundation as full, partial, primary, or contingent beneficiary using the forms provided by each company, and then tell us how you would like those funds distributed.
Types of Beneficiary Designations
- IRA, 401(k), 403(b), or pension accounts - these back the best gifts to charity as they are taxed twice when given to family
- Investment (stocks or bonds) accounts - appreciated assets can cause significant tax burdens for your family
- Checking or savings accounts - give these funds to ministry when you no longer need them
- Life Insurance policies - for more information, please visit our page, What to Give - Life Insurance
Thank You
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