Retirement Plan Assets
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Retirement Plan Assets
Do you have money saved in an employee retirement plan, IRA, or tax-sheltered annuity? Do you know that when a distribution is made from your retirement plan account, your beneficiaries will owe federal income tax in addition to applicable state income taxes at your death? Consider leaving your loved ones less heavily taxed assets and leaving your retirement plan assets to UNICEF USA to support our work.
As a nonprofit organization, we are tax-exempt and will receive the full amount of what you designate to us from your plan. You can take advantage of this gift opportunity in several ways:
Name us a beneficiary of your plan. All this requires is updating your beneficiary designation form through your plan administrator. You can designate us as the primary beneficiary for a percentage or specific amount. You can also make us the contingent beneficiary so that we will receive the balance of your plan only if your primary beneficiary doesn't survive you.
Fund a testamentary charitable remainder trust. When you fund a charitable remainder trust with your heavily taxed retirement plan assets, the trust will receive the proceeds of your plan upon your death. The trust typically pays income to one or more named beneficiaries for life or for a set term of up to 20 years, after which the remaining assets in the trust would go to support UNICEF USA.
See How It Works
- Contact Karen Metzger at (866) 486-4233 or email@example.com for additional information.
- Seek the advice of your financial or legal advisor.
- If you include UNICEF USA in your plans, please use our legal name and Federal Tax ID.
Legal Name: UNICEF USA
Address: 125 Maiden Lane, New York, New York 10038
Federal Tax ID Number: 13-1760110
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under this agreement, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.