Foundational gifts are a great way to have a large impact on NIU and the NIU Foundation while achieving your financial goals and maintaining control of your assets now.
Naming Us in Your Assets
While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.
Retirement Assets
A gift of your retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to make a gift. A gift of these assets can shield your heirs from taxes while funding NIU Foundation's future.