Retirement Plans
Ask your plan custodian for a T.O.D. form, sometimes called a beneficiary designation form.
Stocks and Investments Fund Accounts
Ask your plan custodian for a T.O.D. form, sometimes called a beneficiary designation form.
United States Savings Bonds
Gift savings bonds to your favorite charity, and save your heirs from excess taxation.
Life Insurance
Ask your plan custodian for a T.O.D. form, sometimes called a beneficiary designation form.
Gifts of Artwork and Personal Property
Easy assets you can donate that will not affect cash flow, with little or no legal expense.
Bank Accounts
Ask for a P.O.D. form, and have what's left in checking or savings transferred to charity.
Jointly Held Accounts
You may have a loved one as a joint account owner. You can still designate and donate.