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Beneficiary designations
Name us as a beneficiary
One of the easiest legacy gifts. Just fill out a form with your account provider, no lawyer needed.
Accounts you can use
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Retirement accounts
IRA, 401(k), 403(b)
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Life insurance
Whole or term policies
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Bank & brokerage
Payable-on-death accounts
How to do it
- Ask your plan administrator for a beneficiary form.
- Name MitRun Legacy Giving (Tax ID 00-0000000) and a percentage.
- Let us know so we can thank you and honor your wishes.
Smart tip 💡
Retirement assets left to family can be taxed heavily. Left to a charity, they pass 100% tax-free, so many donors leave these to charity and other assets to loved ones.
Questions? We're here to help.
Our gift planner can work with you and your advisor, with no pressure.
Contact our gift planner