Search for my custodian:
| IRA web page | ||||||||
|
Notify us of your beneficiary designation gift
If you check the box in this area, a module will open where you can enter your name and email to notify us of your beneficiary designation gift.
|
||||||||
|
|
||||||||
|
Thank you for considering a beneficiary designation gift to us. The website link will take you to your retirement plan custodian's website, where you may be able to log in and include Combined Jewish Philanthropies of Greater Boston Inc.. as a designated beneficiary. Another option is to use the phone number to call your retirement plan custodian. They will assist you in updating your beneficiary designation. To inform you would like to notify us of your generous beneficiary designation, please complete the "Notify us of your beneficiary designation gift" section.
|
||||||||
| Your Name | ||||||
| Your Address (Street or P.O. Box) | ||||||
| Your ZIP | ||||||
| Notify us of your IRA gift | ||||||
|
||||||
| Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section. | ||||||
Beneficiary designation gift
You may have more retirement assets than you will use in your lifetime. Or perhaps you own a life insurance policy that has outlasted its original purpose. Naming CJP as a beneficiary of remaining funds in a qualified retirement, investment, or bank account, a donor advised fund, or a life insurance policy is a quick and easy way to make a lasting impact.
Benefits of a beneficiary designation
- Simplify your planning
- Establish a meaningful legacy gift in minutes
- Continue to use your account as long as you need
- Qualify for an estate tax charitable deduction and potentially reduce the tax burden on your family
How to make a beneficiary designation
To leave assets to CJP, you will need to complete a beneficiary designation form provided by your account custodian and inform CJP of your plans. You can use the "Make a future gift of retirement assets" tool on this page to contact your retirement plan custodian and designate a future gift to CJP.
Why name CJP as a beneficiary of retirement assets
Did you know that retirement assets left to heirs are subject to gift and estate tax in addition to income tax? This tax burden makes retirement assets less desirable for heirs and well-suited for charitable purposes. Consider leaving your heirs assets that receive a step up in basis, such as real estate and stock, and giving the retirement assets to charity. CJP benefits from the full value of gifts of retirement assets because, as a charity, we are not taxed upon receiving retirement plan assets. Your estate will qualify for an estate tax charitable deduction for the gift.
Contact us
If you have any questions about gifts of retirement assets and other types of beneficiary designations, please contact us. We would be happy to assist you.
Thank You
Your message has been sent.