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Notify us of your beneficiary designation gift
If you check the box in this area, a module will open where you can enter your name and email to notify us of your beneficiary designation gift.
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Thank you for considering a beneficiary designation gift to us. The website link will take you to your retirement plan custodian's website, where you may be able to log in and include Renown Health Foundation as a designated beneficiary. Another option is to use the phone number to call your retirement plan custodian. They will assist you in updating your beneficiary designation. If you would like to notify us of your generous beneficiary designation, please complete the Notify us of your Beneficiary Designation section.
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| Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section. | ||||||
Beneficiary Designation Gifts
If you are like most people, you probably will not use all of your retirement assets during your lifetime. You can make a gift of your unused retirement assets to help further our mission.
Making a gift by designating Renown Health Foundation as a beneficiary of a retirement account, life insurance policy, or other financial account is one of the easiest and most flexible ways you can leave a gift to Renown Health Foundation that will make a lasting impact.
Benefits of gifts made by beneficiary designation
- Simplify your planning
- Support the causes that you care about
- Continue to use your account as long as you need to
- Heirs can instead receive tax-advantaged assets from the estate
- Receive potential estate tax savings from an estate tax deduction
How to make a gift by beneficiary designation
To leave a gift to Renown Health Foundation by beneficiary designation, you will need to contact your retirement plan custodian or administrator, life insurance company, or financial institution and complete the beneficiary designation form or "payable on death" form provided. Follow the instructions provided on how to return the form and memorialize your beneficiary designation.
For more information regarding the potential tax benefits of gifting retirement assets click here. You can use the "Make a Future Gift of Retirement Assets" tool on this page to contact your retirement plan custodian and designate a future gift to Renown Health Foundation.
Future gifts from your retirement assets
Did you know that 40%-60% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to Renown Health Foundation. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets. You can use the "Make a Future Gift of Retirement Assets" tool to contact your retirement plan custodian and designate a future gift to Renown Health Foundation.
Contact us
If you have any questions about gifts made by beneficiary designation, please contact us. We would be happy to assist you and answer any questions that you have.
Notify us
If you have already generously included Renown Health Foundation as a beneficiary of a retirement account, life insurance policy, or other financial account, please take the time to let us know. We would like to recognize you for your generosity.
Thank You
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