Beneficiary Designations

You can make a gift to The Fellowship from your financial accounts, retirement plans, or life insurance plans. This can be done outside of a will or trust and is one of the easiest ways to leave a legacy (be sure, however, to coordinate this type of gift with your overall estate planning strategy.)

Through a charitable beneficiary transfer, the remaining balances in a checking or savings account, certificate of deposit, brokerage account, or retirement account may be transferred directly to a charity upon your death by designating the account as Payable on Death ("POD") or Transfer on Death ("TOD") to a charity.

You may also name The Fellowship as a beneficiary of your life insurance policy.

These transfers may be made quickly and easily by contacting your financial institution to obtain a beneficiary designation form, which should then be completed and returned as directed.

The Benefits

  • You keep control and ownership of the asset during your lifetime
  • Potential estate tax savings
  • An efficient means to provide a gift which will benefit the life changing work of The Fellowship
  • The transferred account avoids probate

For more details on making a beneficiary transfer gift and other planned gifts, please contact The Fellowship’s Planned Giving associates by email or by phone at 855-311-4325.