Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using retirement assets, life insurance policies and annuities.
You can name or designate Cape Ann Animal Aid as a beneficiary of your IRA, 401(k), or other qualified retirement plan and allow the balance of your retirement assets to save even more animals in the future.
With this approach, you can continue to take regular lifetime withdrawals and you maintain flexibility to change beneficiaries if your family's needs change during your lifetime. This is simple to set up and does not require a will. Contact the financial institution that manages your retirement plan to learn about how to designate a charity as the beneficiary.
Designating Cape Ann Animal Aid on your retirement plan costs nothing now and allows you to include CAAA in your future giving plan without having to consult with an attorney.
With this approach, you can continue to take regular lifetime withdrawals and you maintain flexibility to change beneficiaries if your family's needs change during your lifetime. This is simple to set up and does not require a will. Contact the financial institution that manages your retirement plan to learn about how to designate a charity as the beneficiary.
Designating Cape Ann Animal Aid on your retirement plan costs nothing now and allows you to include CAAA in your future giving plan without having to consult with an attorney.
It only takes 3 simple steps to name Cape Ann Animal Aid as a beneficiary:
- Contact your retirement plan administrator, insurance company, bank, or financial institution for a change-of-beneficiary form.
- Decide what percentage (1% to 100%) you would like us to receive and name us, along with the percentage you chose, on the beneficiary form.
- Return the completed form to your plan administrator, insurance company, bank, or financial institution.
Cape Ann Animal Aid is a registered 501(c)3 nonprofit organization and all contributions are tax-deductible as allowed by law. (EIN 04-2374914). We do not share information about our donors with any other group, company, or organization.
