Planned Giving

You have spent your career in the field of interpretation – or perhaps you came to interpretation as a second career whether volunteer or paid.  Either way, you understand the importance and promise of heritage interpretation.  You have worked hard to create opportunities for people to interact with and understand the value of our planet’s precious natural and cultural resources.  Now you are at the point in your life when you are contemplating the legacy you will leave for the next generation of interpreters.

NAI offers the opportunity of establishing that legacy through estate planning.  Regardless of the size, a planned gift to NAI will be a significant contribution to the future of interpretation through the provision of professional training and certification – and most importantly, through advocacy for the profession.

Options for Planned Gifts:

1.  LIFE INSURANCE

Including NAI as a beneficiary on your life insurance policy is a common and easy way to make a lasting gift.

2.  BEQUESTS

Another common planned gift is a bequest in your will or trust.  Estate taxes may be reduced for you and your heirs by the value of your gift, and the gift may be designated in several ways:

  • as a percentage of your estate
  • as a specific dollar amount or description of property
  • as residual of your estate
  • as contingent upon a certain event happening 

You will want to consult with your tax advisor or attorney.

3.  INDIVIDUAL RETIREMENT ACCOUNTS (IRAs)

Similar to life insurance, you may make a planned gift by designating NAI as a beneficiary on your individual retirement account.There are several other ways to make a planned gift as part of your estate planning – such as through a charitable lead trust, a charitable remainder unitrust or annuity trust, and through a life estate (where you deed your residence to NAI but retain full rights to live, rent, or sell those rights).  We encourage you to discuss all options with your accountant, tax advisor and/or attorney.

Contact NAI Executive Director Margo Carlock (mcarlock@interpnet.com) for more information