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Have You Notified Your Beneficiaries of Your Gift?

Naming a loved one or favorite charity such as The Rotary Foundation as a beneficiary of a life insurance policy or retirement plan assets is a heartfelt way to show you care. Be sure to go one step further and notify those beneficiaries of the choices you’ve made.

Many people and charities aren’t aware that they have been named to receive a gift. Informing them helps preserve your intentions and ensures that your beneficiaries are able to follow your wishes.

Protect the people and charities you love by following these simple steps in naming your beneficiaries:

  • Review your beneficiary designations periodically, as circumstances may change throughout your lifetime.
  • Alert your beneficiaries that you have a life insurance policy or have named them as a beneficiary of a retirement plan.
  • Share the location and details of the policy or plan with your beneficiaries.

As you update your beneficiary designations, consider making a gift of a life insurance policy or retirement plan assets to The Rotary Foundation so that we can continue our important work. Then, notify us of your decision so that we can carry out your wishes as intended and thank you for your gift.

We Want to Hear From You

If you have already named The Rotary Foundation as beneficiary of a life insurance policy or retirement plan assets, please contact Planned Giving at (847) 866-3100 or today. If you are still creating your estate plan, we would be happy to answer any questions you may have about making this type of gift.

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