Beneficiary Designation

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 both income taxes and estate taxes if left to your estate?

If you are considering including a gift for The Adopt-A-Student Foundation in your will, we have a simple solution, name us as a beneficiary or partial beneficiary of your retirement plan and leave other less-taxed assets to your family.

3 Easy Steps

• 1. Request a "change of beneficiary" form from your plan administrator.
• 2. List The Adopt-A-Student Foundation as beneficiary at the following address:
  • The Adopt-A-Student Foundation
  • c/o Cathedral High School
  • 74 Union Park St.
  • Boston, MA, 02118
  • EIN #: 04-6665080
• 3. Let us know so we can thank you!