Charitable Beneficiary

Instructions to designate your Church or any Episcopal Organization as a beneficiary:

  • Contact your plan administrator and inform them that you wish to update your beneficiary information to include a nonprofit organization as a beneficiary of your retirement plan.
  • Indicate the percentage of assets to be gifted to your Church or Episcopal Organization. Make sure you use their full legal name. Allocations of exact dollar amounts are not recommended by most plans due to the change in market value of your account assets.
  • Send one copy of the completed designation of beneficiary forms to your Church of Episcopal Organization to inform them of your future gift and to assure that the eventual proceeds are used according to your wishes.

We always recommend you work with your own professional advisors before you finalize your gift plans. For more information, contact Scott Asper, Finance Director, at the Foundation.