MAKE A GIFT IN 3 EASY STEPS
Beneficiary Designations Are Easy And Flexible
Not everyone wants to commit to making a gift in their will or estate. Some prefer the increased flexibility that a beneficiary designation provides by using:
- IRAs and retirement plans
- Life insurance policies
- Commercial annuities
It only takes three simple steps to make this type of gift. Here’s how to name YWCA Cortland as a beneficiary:
- Contact your retirement plan administrator, insurance company, bank, or financial institution for a change-of-beneficiary form.
- Decide what percentage (1 to 100) you would like us to receive and name us, along with the percentage you chose, on the beneficiary form.
- Return the completed form to your plan administrator, insurance company, bank, or financial institution.
Optional: let us know you have done this by emailing Robyn Hayes, Director of Development.
The information on this website page is not intended as legal or tax advice. For such professional advice, please consult an attorney or tax advisor.