Explore Legacy Giving: Beneficiary Designations Put Unused Assets to Good Use

If you are like many people, most of your assets are in your savings, checking, investment or retirement accounts.  You can use these accounts to benefit your family, friends, and favorite causes, like CPAC, when you no longer need them. A fill-in-the-blank form is all you need. 

Beneficiary designation gifts allow you to put your unused IRA, 401(k), 403(b), or pension plan to good use by making a gift to CPAC when you pass away. They are simple to set up and can be easily modified during your lifetime.  

You still have full control of your retirement asset during your lifetime and simply gift the remaining amount of the asset when you pass.  

The benefits of beneficiary designations include securing the future of your assets and making certain that your assets are going to a good cause as well as potential estate tax savings.  

Beneficiary designations are a flexible and savvy option for legacy giving that allow you to establish some certainty about the future without burdening you today.  

Learn more about beneficiary designations and all the legacy giving options at conservative.giftlegacy.com.