Retirement Plans
Ask your plan custodian for a TOD form, sometimes called a beneficiary designation form.
Think about using assets that can be transferred to Albert Einstein College of Medicine without legal expense. You may have bank investments, retirement, insurance, stock, or mutual-fund accounts that you can use to accomplish your charitable goals. All of these assets can be transferred by completing a POD (Payable on Death) or TOD (Transfer on Death) form. Some companies also call these beneficiary designation forms. This completed form tells the account custodian what to do with the account after your passing.
You can name Albert Einstein College of Medicine in your long-term plans today without a negative impact on cash flow or lifestyle. Keep it simple and savvy. Ask your bank for a POD form. Ask your retirement plan, investment account or insurance company for a TOD form. Designate and donate with any of these assets. It takes less than five minutes of your time. Benefits of Naming Albert Einstein College of Medicine In Your Long-Term Plans
Ask your plan custodian for a TOD form, sometimes called a beneficiary designation form.
Ask your plan custodian for a TOD form, sometimes called a beneficiary designation form.
Ask your plan custodian for a TOD form, sometimes called a beneficiary designation form.
Ask for a POD form, and have what's left in checking or savings transferred to charity.
You may have a loved one as a joint account owner. You can still designate and donate.
Gift savings bonds to your favorite charity, and save your heirs from excess taxation.
We are happy to discuss any planned giving options you are considering and are available to answer any questions you may have.