Beneficiary Designation Gifts
Beneficiary designations offer donors a simple and flexible way to make meaningful future gifts through retirement accounts, donor advised funds and life insurance policies.
Sharpe’s Print-On-Demand Publications on beneficiary designation gifts provides educational resources that help donors understand how beneficiary planning can support both their loved ones and the causes they care about.
EXPLORE THE TITLES BELOW
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Brochures
 | Making Retirement Accounts Less Taxing This brochure outlines ways those who are 70½ or older can enjoy the benefits of tax-free IRA gifts, featuring multiple examples. | |
 | Questions & Answers About Giving Life Insurance There are multiple advantages to using life insurance to support charity. This brochure outlines why donors may find this particular gift vehicle appealing. | |
 | Questions & Answers About Retirement Plan Giving This brochure outlines answers to frequently asked questions about the best ways to make gifts from retirement plans. |
Booklets
 | Tips and Traps When Naming Your Beneficiaries This helpful piece provides insight on incorporating beneficiary designations from various arrangements into your estate plans as well as highlighting pitfalls to avoid. |
 | Giving Through Retirement Plans As more and more Americans reach retirement age, this booklet will remind donors that charitable gifts can be a part of many vehicles created for retirement security. |