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What are Beneficiary Designations? | Gift Planning 101
Автор: Lucile Packard Foundation for Children's Health
Загружено: 2024-07-22
Просмотров: 112
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A Beneficiary Designation is the easiest way to give to charity through your estate.
Many accounts allow you to name a beneficiary to receive remaining funds in the account at the end of your life. This is one of the easiest ways to direct a portion of your assets to charity.In some cases, it can even be more tax-efficient to name a charity as beneficiary of retirement accounts and individuals as beneficiary of your other assets.
If you are considering a beneficiary designation, please contact our Gift Planning team at [email protected]
Learn more here: LPFCH.org/PlanningGiving
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