|
One
way you can include Amphibian Conservation
Alliance in your estate plan is by naming us as
the beneficiary of an account, such as a bank or
brokerage account, or an asset, such as a
certificate of deposit (CD). All you need to do is
fill out a beneficiary-designation form (often
called a transfer-on-death or pay-on-death form)
provided by the institution. After your lifetime,
the asset passes directly to ACA enabling us to
continue our work preserving amphibian wildlife
for future generations.
How
to Name Us as a Beneficiary – Legal
designation information for beneficiary forms
How
It Works
Ron and Mary recently decided to purchase a
certificate of deposit (CD) at their local bank.
They already completed their estate plan, and they
have designated all of their other assets to
family members. When they set up the CD, they
decide to leave it to Amphibian Conservation
Alliance. This way, their estate can claim a
charitable deduction for the value of the CD and
they ultimately help support our wildlife
conservation efforts.
Back
to "Name ACA as a Beneficiary"
Information
provided on our Internet site is not intended to
be tax or legal advice. Please consult a qualified
financial advisor before making a gift. |
