Gifts of Insurance, Commercial Annuities, Bank Accounts, Certificates of Deposit or Brokerage Accounts.

Beneficiary Designations are  easy ways for you to help Project SHARE sustain its mission even after your lifetime by clearly identifying how your specific assets will be distributed after your death.
Simply add Project SHARE as a beneficiary of your various assets after you're gone.

  • ● Life Insurance
  • ● Commercial Annuities
  • ● Bank Accounts
  • ● Certificates of Deposit
  • ● Brokerage Accounts

 

Simply fill out a beneficiary form obtained from your plan/account administrator (sometimes this can even be done online).   This giving opportunity is completely separate from your will—making this approach an easy and popular way to give.

Not only is it an easy , but it's also flexible—you aren't locked into the choices you make today. You can review and adjust beneficiary designations anytime you want, should the needs of your heirs change.

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.