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BENEFICIARY DESIGNATION GIFTS

A beneficiary designation gift is a simple and affordable way to make a gift to support The Village at Incarnate Word. You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.

BENEFITS OF A BENEFICIARY DESIGNATION GIFT

Support the causes that you care about

Continue to use your account as long as you need to

Simplify your planning and avoid expensive legal fees

Reduce the burden of taxes on your family

Receive an estate tax charitable deduction

HOW A BEQUEST WORKS

  1. To make your gift, contact the person who helps you with your account or insurance policy, such as your broker, banker or insurance agent.
  2. Ask them to send you a new beneficiary designation form.
  3. Complete the form, sign it and mail it back to your broker, banker or agent.
  4. When you pass away, your account or insurance policy will be paid or transferred to The Village at Incarnate Word, consistent with the beneficiary designation.

IMPORTANT CONSIDERATIONS FOR YOUR FUTURE

If you are interested in making a gift but are also concerned about your future needs, keep in mind that beneficiary designation gifts are among the most flexible of all charitable gifts. Even after you complete the beneficiary designation form, you can take distributions or withdrawals from your retirement, investment or bank account and continue to freely use your account. You can also change your mind at any time in the future for any reason, including if you have a loved one who needs your financial help.

CONTACT US

If you have any questions about leaving a beneficiary designation gift to us, pleaseĀ contact us. We would be happy to assist you.