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Support Audubon >Planned Giving
Gifts of Retirement Assets
(Give More for Less)
How it works
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You name National Audubon Society as the beneficiary
of your IRA, 401(k) or other qualified plan.
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Any residual left in your plan when you die passes to Audubon tax-free.
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Benefits
- You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to Audubon.
- 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 Audubon through your will or revocable trust instead.
- You can have the satisfaction of knowing that your hard-earned retirement assets will support Audubon when you are gone.
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