An alternative to a bequest gift is to designate the Bettie Brand Mothers' Empowerment Fund, Inc.
as the beneficiary of your retirement assets.
This gift is simple because you can control the transfer of these assets at your death without changing your will or living trust. All you need to do is request (and complete) a new beneficiary designation form from your plan administrator. There is no need to modify your will or living trust.
Most people do not use all of their retirement assets during their lifetime, and those unused assets can be used to make a gift to Bettie Brand Mothers' Empowerment Fund, Inc.
A retirement plan can be a tax-efficient and simple way to include Bettie Brand Mothers' Empowerment Fund, Inc. in your estate plan. Because charities do not pay income taxes on the donations they receive, distributions to charities will avoid being taxed as income.
How do you give through a retirement plan?
Ask your plan administrator to provide you with the appropriate forms.
Name Bettie Brand Mothers' Empowerment Fund, Inc. as a beneficiary on your plan’s beneficiary designation form.