A gift by beneficiary designation is one of the easiest ways to give. Simply name Animal Friends as a beneficiary to receive assets such as retirement plans, life insurance policies or any other beneficiary assets. You simply fill out a beneficiary designation form separate from your will and designate Animal Friends, Inc. as a full or partial beneficiary.

It’s not only an easy way to give, it's also flexible you aren't locked into the choices you make today. You can review and adjust beneficiary designations anytime you want.

You can name Animal Friends beneficiary of the following assets:

  • Retirement Plans including IRAs and
  • 401k’s
  • Life Insurance
  • Annuities
  • Bank Accounts, Certificates of Deposit or Brokerage Accounts

Your financial or legal advisor can provide guidance on which assets will or will not trigger taxable income when paid to a beneficiary.

Animal Friends

Caryl Gates Gluck Resource Center
562 Camp Horne Road | Pittsburgh, PA 15237
Phone: 412.847.7000 | Fax: 412.847.7001
speak@ThinkingOutsideTheCage.org
M-F 11 a.m.-7 p.m. | S/S 10 a.m.-5 p.m.

Copyright 2015 Animal Friends Inc.