A beneficiary designation allows you to support what matters most to you using assets you already have, while also retaining flexibility. It is a perfect giving instrument in lieu of or in addition to making a gift to a charity via a will. Some common ways of making a beneficiary designation include through:
- IRAs and retirement plans (If you’re 70 ½ or older, you can also use your IRA to benefit the pets right now. Click here to learn more.)
- Life insurance policies
- Donor advised funds
- Commercial annuities
Naming the Connecticut Humane Society as a beneficiary of one of your accounts is quick, easy and simple. Here’s how:
- Contact the administrator of your retirement plan, insurance policy, bank account or donor advised fund for a change-of-beneficiary form or download it from your provider’s website.
- Decide what percentage (1 to 100) you would like CHS to receive and name CHS, along with the percentage you chose, on the beneficiary form.
- Return the completed form to your plan administrator, insurance company, bank or financial institution.