Gifts Outside Your Will
Consider making a gift through your Retirement Plan, Life Insurance Policy, or Brokerage or Bank Account.
Gifts by Beneficiary Designation – Retirement and Life Insurance Plans
Naming the Western Pennsylvania Conservancy as a beneficiary of a retirement plan, life insurance policy, brokerage or bank account is a generous way to support our shared vision for future generations.
Qualified retirement plans and life insurance policies are non-probate assets. This means you can make a gift through a beneficiary designation, even if you don’t have a will. Any remaining amount, or the insurance proceeds, will be distributed to the people and/or organizations you’ve named as beneficiaries.
You can request a Change of Beneficiary Form from your plan administrator and add the Western Pennsylvania Conservancy as a full or partial beneficiary. Make sure to include our Tax ID number: 25-1053485.
