A planned gift to the New Bern Preservation Foundation can help protect New Bern’s historic buildings, neighborhoods, and stories for future generations. There are several ways to include historic preservation in your charitable giving or estate plans.
Include NBPF in Your Will or Trust
You may leave a specific amount, a percentage of your estate, or a portion of the remaining balance of your estate to the New Bern Preservation Foundation through your will or living trust.
Your attorney can help you determine the type of gift that best reflects your wishes. Please contact us if you or your attorney need the Foundation’s legal name, tax identification number, or other information.
Name NBPF as a Beneficiary
You may also name the New Bern Preservation Foundation as a beneficiary of a retirement account, life insurance policy, bank account, or investment account.
Beneficiary designations are generally made through the financial institution that manages the account and can usually be changed at any time.
Gifts from Retirement Accounts
If you are age 70½ or older, you may be eligible to make a qualified charitable distribution (QCD) directly from your IRA to the New Bern Preservation Foundation. A QCD may be excluded from your taxable income and may count toward your required minimum distribution.
Required minimum distribution rules vary depending on your age and when you were born. Please consult your IRA administrator, financial advisor, CPA, or tax professional to determine whether a QCD is appropriate for you.
Before Making Your Gift
If you are considering a planned gift or a gift from your retirement account, please contact us. We can provide the information your attorney or financial institution may need and help ensure that your gift is properly received and acknowledged.
The New Bern Preservation Foundation does not provide legal, financial, or tax advice. Please consult your professional advisor to determine how a charitable gift may fit your personal financial and estate plans.