Benefits of a Gift Through a Beneficiary Designation
- You can continue to use Financial Accounts as long as you need them. Even after designating a beneficiary, you can continue to use your account and take distributions or withdrawals as needed.
- It provides financial support to the causes you care about.
- It is an easy and affordable method to make a gift to support PROLIFE Across AMERICA and it avoids expensive legal fees.
- It should reduce the tax impact on your estate.
- You can change your designations as often as needed.
Types of Accounts That Can Be Transferred to a Beneficiary
Checking Accounts, Savings Accounts, CDs, Financial Accounts IRAs and Qualified Retirement Funds
How It Works
Contact the broker, banker or insurance agent who helps you with your accounts or the financial institution directly and ask them to send you a new beneficiary form. Complete the form, sign it and mail it back as directed. Upon your death, your account or proceeds will be distributed to your designated beneficiary or beneficiaries.
Donors who have already planned a gift to PROLIFE Across AMERICA through a Named Beneficiary Designation or will be making a Planned Gift using a Named Beneficiary Designation have the option of being enrolled in our Culture of Life Legacy Society. Please let us know of your plans by completing the Declaration of Support form.
If you have questions about leaving a beneficiary designation to PROLIFE Across AMERICA, please contact Dave at 612-781-0410 or email us at firstname.lastname@example.org.
This information is not intended as legal or tax advice. For such advice, please contact an attorney, tax advisor and/or financial advisor regarding your specific situation.