There are many types of legacy gifts that are simply a matter of filling out your provider’s paperwork.

For more information, please contact us:

  • IRA or pension plan
  • life insurance

  • stocks and bonds
  • savings/checking accounts

  • donor advised fund
  • commercial annuity

To set up these gifts, contact the institution holding your assets and ask them for a beneficiary form. (Some firms refer to them as a "designation form" or a “payment on death” form.)

It’s important to remember that when you fill out the form and you also have language in your will or living trust about the same asset, if there is a discrepancy, the form takes precedence over the will or trust. This is because you have a contract with the firm and that form fits within the scope of the contract. The will or trust does not.