Gifts for Tomorrow

Beneficiary Designation

Naming World Concern as a beneficiary is a flexible way to provide future resources after you no longer need them.  The designation is easy to change and can be split between multiple beneficiaries, including your heirs.  Since non-profits are exempt from the income taxes that would be owed by your heirs, some assets are better to donate from a tax standpoint.  A beneficiary designation can be made in connection with:

  • IRAs and other qualified retirement plans
  • Bank and brokerage accounts
  • Commercial annuity contracts
  • Life Insurance