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Gifts From Your Retirement Plan

Gift of Retirement Plan Diagram

How It Works

  • Name the National Audubon Society, Inc. as a beneficiary of your IRA, 401(k) or other qualified plan.
  • Designate Audubon to receive all or a portion of the balance of your plan through your plan administrator.
  • The balance in your plan reverts to Audubon after your lifetime.
  • Your gift to Audubon is not taxed for income nor for the estate because Audubon is a tax-exempt organization.

Benefits

  • Avoid the double taxation your retirement savings would incur if you designated your heir(s) as beneficiary(ies).
  • Continue to take regular lifetime withdrawals.
  • You can remove Audubon as a beneficiary if your family's needs change.

I am proud to include Audubon as a beneficiary of my Retirement Account after my passing. It was easy to set up, and a wonderful way to leave a gift to the movement that will outlive us all."
- Betsy Lewis, Dallas TX

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Office of Gift Planning
National Audubon Society
225 Varick Street, 7th Floor
New York, NY 10014
212-979-3033
plannedgifts@audubon.org