Planned Giving with Retirement or Insurance Funds
Another way to donate to NYF is by naming us as the ultimate beneficiary of your Retirement Plan or Life Insurance Policy:
- Designating NYF as the beneficiary of all or part of a life insurance policy that is no longer needed for its original purpose can be an excellent donation, and may also provide you with substantial tax benefits.
- If you leave your retirement fund—such as an IRA or 401(k)—to NYF rather than to an individual, you will not have to pay income and estate taxes.
This is very easy to do: Simply ask your retirement account manager or life insurance agent for a beneficiary designation form and name the Nepal Youth Foundation as the beneficiary.
The Legacy Circle
If you include NYF in your planned giving, please let us know! The Legacy Circle is NYF’s way of saying Dhanyabad, or Thank You, to those who remember us in their estate planning. All you need to do is tell us you’ve included NYF in your will or other plans—no minimum bequest required—and you become part of this special group. Members of our Legacy Circle mean the world to us: It is a profound honor to be included in a long-time supporter’s estate planning, and a great joy to know that our programs in Nepal can continue providing Education, Health, Shelter, and Freedom for children in Nepal for years to come.
Legacy Circle members receive annual special impact reports and invitations to join exclusive gatherings with Olga and our team.
For More Information
To discuss how you can support more children in Nepal through planned giving, please contact us through the website or call (415) 331-8585.
Although NYF does not offer professional legal advice, we are happy to work with your tax advisor to find the best solution for you. All information is provided confidentially and without any obligation.