Gift Planning

Please contact us if you would like additional information or let us know if you have given to us in the past.

Contact Us
Fakhia Rashid
Director Development
832-328-7967
plannedgiving@tcfusa.org

Leaving a legacy gift to TCF-USA is a simple act of generosity that will create a ripple effect, touching lives of many children, their families and communities for generations to come. Your kindness will help make the world a better place beyond your lifetime.

Learn about many ways to give that benefit you and your loved ones.

Resources for Donors

Please contact us if you would like additional information or let us know if you have given to us in the past.

Contact Us
Fakhia Rashid
Director Development
832-328-7967
plannedgiving@tcfusa.org

Stock Transfer Notification Form

If you plan to transfer a gift of stock to our organization, please fill out our notification form.

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Gifts of Retirement Assets

Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift to The Citizens Foundation, USA.

If you are like most people, you probably will not use all of your retirement assets during your lifetime. You can make a gift of your unused retirement assets to help further our mission.

Gift of Retirement Assets
Retirement Assets
TCF-USA
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Benefits of gifts of retirement assets

  • Avoid potential estate tax on retirement assets
  • Your heirs would avoid income tax on any retirement assets funded on a pre-tax basis
  • Receive potential estate tax savings from an estate tax deduction

How to make a gift of retirement assets

To leave your retirement assets to The Citizens Foundation, USA, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate The Citizens Foundation, USA as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

More on gifts of retirement assets

Did you know that 60%-70% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to The Citizens Foundation, USA. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.

Contact us

If you have any questions about gifts of retirement assets, please contact us. We would be happy to assist you and answer any questions that you have.

Please let us know if you have already included The Citizens Foundation, USA as a beneficiary of your retirement assets. We would like to thank you and recognize you for your gift.

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Our Mission

The Citizens Foundation, USA supports the building of civil society in Pakistan by providing quality education to underprivileged children, promoting gender equality and advocating for reform of public education.