Beneficiary Designations

How to Designate a Beneficiary

It only takes three simple steps to make this type of gift. Here’s how to name ServeMinnesota as your beneficiary:

1.  Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.

2.  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.

3.  Return the completed form to your plan administrator, insurance company, bank or financial institution.

An Example of How It Works

Meet Tom and Maria. When they got married and created a will, they included a $75,000 gift to ServeMinnesota. As the family grew to include three children, Tom and Maria decided to revise their gift to ensure their children’s future financial security.

They met with their attorney and revised the gift language so that ServeMinnesota received a percentage of their estate, instead of a specific amount. Tom and Maria now rest easy knowing their plans will provide for the people and charitable work they love.

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Disclaimer: Information on this website is not intended as legal or tax advice. For information on how any gift may affect your tax situation, please consult with your own professional advisor.