ABOUT BEQUESTS

You may be looking for a way to make a significant gift to help further the mission of your favorite charity. A bequest is a gift made through your Will or Trust. It is one of the most popular and flexible ways that you can support the cause that matters the most to you.

more

CHARITABLE GIFT ANNUITY

A charitable gift annuity is a great way to make a gift to your favorite charity. With this vehicle, you can gift your cash or property to your favorite charity and they will promise to make fixed payments to you for life at a rate based on your age.

more

IRA CHARITABLE ROLLOVER

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

more
Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video

Beneficiary Designation Gifts

A beneficiary designation gift is a simple and affordable way to make a gift to support Gift Planning Services. You can designate them as a beneficiary of a retirement, investment or bank account or your life insurance policy.

Beneficiary Designation Gifts
Donor
Designation Form
Account Custodian
Property
(IRA/Investment)
Charity
Charity image

Benefits of a beneficiary designation gift

  • Support the causes that you care about.
  • Continue to use your account as long as you need to.
  • Simplify your planning and avoid expensive legal fees.
  • Reduce the burden of taxes on your family.
  • Receive an estate tax charitable deduction.

How a beneficiary designation gift works

  1. To make your gift, contact the person who helps you with your account or insurance policy, such as your broker, banker or insurance agent.
  2. Ask them to send you a new beneficiary designation form.
  3. Complete the form, sign it and mail it back to your broker, banker or agent.
  4. When you pass away, your account or insurance policy will be paid or transferred to Gift Planning Services, consistent with the beneficiary designation.

Important considerations for your future

If you are interested in making a gift but are also concerned about your future needs, keep in mind that beneficiary designation gifts are among the most flexible of all charitable gifts. Even after you complete the beneficiary designation form, you can take distributions or withdrawals from your retirement, investment or bank account and continue to freely use your account. You can also change your mind at any time in the future for any reason, including if you have a loved one who needs your financial help.

Contact us

If you have any questions about leaving a beneficiary designation gift to us, please contact us. We would be happy to assist you.

Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
scriptsknown