How a Beneficiary Designation Gift Works

1. To make your gift, contact the person who helps you with your account or insurance policy, such as your broker, banker or insurance agent.

2. Ask them to send you a new beneficiary designation form.

3. Complete the form, sign it and mail it back to your broker, banker or agent.

4. When you pass away, your account or insurance policy will be paid or transferred to The Parke County Community Foundation, consistent with the beneficiary designation.

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Important Considerations For Your Future

If you are interested in making a gift but are also concerned about your future needs, keep in mind that beneficiary designation gifts are among the most flexible of all charitable gifts. Even after you complete the beneficiary designation form, you can take distributions or withdrawals from your retirement, investment or bank account and continue to freely use your account. You can also change your mind at any time in the future for any reason.