Leave a Lasting Legacy
A planned gift to the New Bern Preservation Foundation can help preserve New Bern’s historic architecture for future generations while supporting a cause that is important to you.
Gifts from Retirement Accounts
If you are age 70½ or older, you may be able to make a qualified charitable distribution (QCD) directly from your IRA to the New Bern Preservation Foundation. For eligible donors, these gifts may provide tax advantages while supporting historic preservation.
Required minimum distribution (RMD) rules vary depending on your age and when you were born. Because these rules have changed in recent years, we encourage you to consult your financial advisor, CPA, or tax professional to determine what options are available to you.
If you are considering making a gift from your retirement account, please contact us before initiating the transfer. We can provide the information your financial institution needs to process the donation and ensure it is properly acknowledged.
As always, the New Bern Preservation Foundation does not provide legal or tax advice. Please consult your professional advisor to determine how a charitable gift fits your personal financial situation.