3 Steps to Making a Beneficiary Gift
Did you know that the beneficiaries named on a retirement plan or life insurance policy determine who will receive these funds, even if they are designated differently in your will? Did you also know that funds remaining in your IRA may be subject to multiple taxes if left to your estate?
If you are considering including a gift for United Way of Greater Philadelphia and Southern New Jersey (UWGPSNJ) in your will, we have a simple solution. Name UWGPSNJ as a beneficiary or partial beneficiary of your retirement plan and leave other less-taxed assets to your family.
It's Easy as 1, 2, 3!
- 1. Request a "change of beneficiary" form from your plan administrator.
- 2. List UWGPSNJ as beneficiary at the following address:
- United Way of Greater Philadelphia and Southern New Jersey (UWGPSNJ)
- 1800 John F. Kennedy Blvd., Suite 1200
- Philadelphia, PA, 19130
- EIN: 23-1556045
- 3. Let us know so we can thank you!