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Gifting Retirement Assets

If you are married, the primary beneficiary would be designated as your spouse, and the secondary (contingent) beneficiary as the ministries (charity) that you ultimately want to bless with these assets. If you are naming multiple charities, be sure to include the percentage to each charity on the form.

If you are single, the primary beneficiary would be designated to the ministry (charity) that you want to bless. If you are designating multiple charities, please be sure to include the percentage to each charity in the form comments box.

If you have questions or are encountering problems in changing the beneficiary designation of your retirement assets to charity, we would be glad to contact you to offer our assistance.

Your privacy is completely respected.

 
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