Other Ways to Designate
Here are other ways besides a will or trust that you can designate Roswell Park as a beneficiary.
You can support our mission without reducing your income or diminishing your savings.
Think about using assets that can be transferred to the Roswell Park Alliance Foundation without legal expense. You may have bank investments, retirement, insurance, stock, or mutual-fund accounts that you can use to accomplish your charitable goals. All of these assets can be transferred by completing a P.O.D. (Payable on Death) or T.O.D. (Transfer on Death) form. Some companies also call these beneficiary designation forms. This completed form tells the account custodian what to do with the account after your passing.
You can name Roswell Park in your long-term plans today without a negative impact on cash flow or lifestyle. Ask your bank for a P.O.D. form. Ask your retirement plan, investment account or insurance company for a T.O.D. form. Designate and donate with any of these assets. It takes less than five minutes of your time.
Retirement Plans
Ask your plan custodian for a T.O.D. form, sometimes called a beneficiary designation form.
Stocks and Investments Fund Accounts
Ask your plan custodian for a T.O.D. form, sometimes called a beneficiary designation form.
Life Insurance
Ask your plan custodian for a T.O.D. form, sometimes called a beneficiary designation form.
Bank Accounts
Ask for a P.O.D. form, and have what's left in checking or savings transferred to charity.
Contact Us
Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you in making your plans to benefit Roswell Park.