Sample Beneficiary Designation
To designate {ORG_NAME} as a beneficiary of a qualified retirement plan or other financial account, please use the following information:
Useful Legal Information
Legal name: ORGANIZATION NAME
Address: ***
Federal Tax ID number: ***
Address: ***
Federal Tax ID number: ***
For More Information
Before deciding about your estate plan, consult an estate planning attorney. To learn more about how your gift will be put to use, contact GIVING OFFICER NAME, TITLE, at (000) 000-000 or email@emailhere.org.
Your Giving Toolkit
Gifts from Donor-Advised Funds
Sample Language for Your Will or Trust
Sample Beneficiary Designation
Sample Codicil