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Planned Giving

Support the NAIFA Foundation for Financial Security

Planned giving allows NAIFA members and other supporters of the Foundation to leave a legacy that will promote the next generation of financial professionals and help ensure financial security resources are available to all Americans. Please contact us for more information.

The NAIFA Foundation for Financial Security is recognized as a tax-exempt organization under section 501(c)(3) of the Internal Revenue Code (EIN: 85-1912913). Donations to the Foundation are tax-deductible to the extent permitted by law. A financial statement is available upon written request from the Virginia Office of Charitable and Regulatory Programs (www.vdacs.virginia.gov).

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