While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.
You may designate JF&CS as a beneficiary of a qualified retirement plan, such as an IRA, 401(k), or 403(b).
Life insurance can be used in a variety of ways to make planned gifts.
Using an existing donor-advised fund is a straightforward way to leave a legacy gift to JF&CS.
Other assets, like commercial annuity contracts, bank accounts and investment accounts, can also be used to make a gift to JF&CS.