Leave a Legacy of Impact
with a Retirement Plan Gift
You can make a lasting impact after your lifetime and support the causes you care deeply about. Your retirement plan can be a powerful tool for charitable giving.
Making a gift to Hunter’sn Fund or your favorite charity through your retirement plan is easier than you think. Here's how:
What is a beneficiary designation?
A beneficiary designation states who will receive the remaining assets in your retirement plan upon your passing. You can designate a specific individual, a charity like Hunter’s Fund, or a combination of both.
Why consider naming Hunter’s Fund or another charity?
Maximize your impact: By designating a charity, you can avoid income taxes on the distributed funds, allowing more of your contribution to support the causes you care about directly.
Leave a lasting legacy: Your gift will help continue the important work of Hunter’s Fund or your chosen charity, ensuring their mission continues for future generations.
Peace of mind: Knowing your retirement plan assets will be used according to your wishes can provide peace of mind and allow you to focus on living your life to the fullest.
How to designate a charity as a beneficiary:
Contact your retirement plan administrator. They can provide the necessary forms and specific instructions for making a beneficiary designation.
Complete the beneficiary designation form. Clearly state your chosen charity's name and address, including the full legal name if different from the common name. You can also designate a percentage of your plan assets or a specific dollar amount.
Return the completed form to your plan administrator. They will update your records accordingly.
Please remember: It's always wise to consult your financial advisor to make sure your beneficiary designations align with your overall financial and estate planning goals.
By making a beneficiary designation to Hunter’s Fund or another charity, you can make a significant difference in the lives of others while creating a lasting legacy for yourself.
We encourage you to consider this powerful and impactful way to support the causes you believe in.
If you include Hunter’s Fund as a beneficiary, you may need the following information.
Charity Name: Hunter Brooks Watson Memorial Fund
IRS EIN Number 83-0574041
P.O. Box 326, McLean, VA 22101
Please contact us today for more information about beneficiary designations and Hunter’s Fund.
Kathy Ward, CFRE 703-448-0436