Beneficiary Designations

Creating a legacy gift to the Sisters of the Holy Names is easy to do with a beneficiary designation.

Just name the Sisters of the Holy Names as a beneficiary for assets such as retirement plans, life insurance policies and IRAs.

Charitable beneficiaries receive your gift without taxation, where individual beneficiaries will be taxed at their full tax rate at the time the gift is received.  They are an easy and flexible way to give. You simply fill out a form that is entirely separate from your will.  You aren’t locked into the choices you make today. You can review and adjust beneficiary designations anytime you want.

If you have questions, Contact Us.

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.