An Affordable Way to Make a Big Impact
If there’s one thing we can count on in life, it’s changed. Life’s constant changes can make it difficult to balance caring for your family and supporting the organizations you care about. Fortunately, there’s a solution. Instead of giving a fixed amount to our organization, consider gifting a percentage of your estate, retirement account, life insurance policy, or donor-advised fund.
Percentage Giving and Your Will
If you want to remember us in your will, there are two ways you can support our mission with a percentage gift:
1.) Gift us a percentage of your estate in your will or living trust.
2.) Leave our organization a percentage of your residual estate (the portion of your estate that remains after all estate claims are settled).
Give Us a Percentage of Other Assets
You can also remember us in your plans by naming us a beneficiary of your retirement plan assets, life insurance, or donor-advised fund. Naming us as a beneficiary is as easy as filling out and returning a piece of paper.
1.) Request a copy of the change-of-beneficiary form from your provider (or download a copy from their website).
2.) Fill out the form, naming us, along with the percentage you’d like us to receive, on the form.
3.) Sign and return the form to your plan administrator, an insurance company, or sponsoring organization. Be sure to keep a copy for your records as well.
4.) Notify us of your gift so we can thank you for your support and welcome you to our legacy society.
Contact Us
Gifts of all sizes, from 1 to 100 percent, make a difference for those we serve. Please contact us by phone or email if you have any questions about naming us a beneficiary in your plans.