Gift as Estate Planning

 

Use Foundation As a Beneficiary: 

National Tsing Hua University North America Foundation Inc can be one of the beneficiaries of your Assets. They include but not limited to Will, Life Insurances, Annuities, Retirement Assets, Trusts, and etc. 

 

When you name a charity as a beneficiary to receive your retirement assets upon your death, rather than donating retirement assets during your lifetime, the benefits multiply: 

  • Neither you and your heirs nor your estate will pay income taxes on the distribution of the assets. 

  • Your estate will need to include the value of the assets as part of the gross estate but will receive a tax deduction for the charitable contribution, which can be used to offset the estate taxes. 

  • Because charities do not pay income tax, the full amount of your retirement account will directly benefit the charity of your choice. 

  • It’s possible to divide your retirement assets between charities and heirs according to any percentages you choose. 

  • You have the opportunity to support a cause you care about as part of your legacy. 

  

Information need for beneficiaries information: 

EIN# 83-068906   

NTHU-NA Foundation  

777 Alexander Road, suite 102  

Princeton, New Jersey, 08540 

treasury@nthu-na-foundation.org 

 

Questions? 

Please contact Foundation at treasury@nthu-na-foundation.org