How to Leave a Legacy at Tri Sigma Foundation in 5 Minutes
In less time than it takes to brew a pot of coffee, you can make a lasting impact at Tri Sigma Foundation.
One of the easiest gifts you can make is to name Tri Sigma Foundation as a beneficiary of one of your assets, such as your retirement plan or life insurance policy. This is a popular gift to give because you can set it up by yourself. There’s no need to use the services of an attorney or financial advisor to put your gift in place.
Simple Steps to Follow:
- Contact the administrator of your retirement plan, insurance policy or bank account for a change-of-beneficiary form or simply download a form from your provider’s website.
- Decide what percentage of the account you wish to give to the Foundation and name us, along with the stated percentage, on the form.
- Sign and return the form to your plan administrator or insurance company.
- Tell us about your gift! It would be our honor to thank you for your support. Plus, your generosity can inspire others to follow your example.
Key Benefit: Beneficiary designations offer built-in peace of mind. Your current budget isn’t affected because you make the gift after your lifetime, and you can change your mind at any time.
Your Support Matters
No matter the size, your gift makes a meaningful difference at Tri Sigma Foundation. Contact Meghan Ward-Bopp Paden at 765.749.9175 or firstname.lastname@example.org to learn more about giving a gift that doesn’t cost you anything today. If you’ve already made a gift, please let us know so we can thank you for your generosity and ensure that your gift is used exactly as you intend.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.