Designate and Donate — Introduction

Gifts Anyone Can Make

You can support Pike in several simple and savvy ways without reducing your income or diminishing your savings.

Think about using assets that can be transferred to Pike without legal expense. You may have 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 (Pay 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 Pike in your long term plans today without a negative impact on cash flow or lifestyle. Keep it simple and savvy. 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 Pike In Your Long-Term Plans

• You can make a gift that costs you nothing during your lifetime.
• You can make a gift and leave your cash flow and current financial planning unchanged.
• You can make a gift with appreciated assets and save taxes.

Retirement Plans

Ask the plan custodian for a TOD form. Some companies also call these forms beneficiary designation forms.

Learn more about designating and donating a portion or all of your retirement plan.

Stocks and Investments Fund Accounts

Ask the brokerage or mutual fund custodian for a TOD form. Some companies also call these beneficiary designation forms.

Learn more about designating and donating appreciated stock or mutual fund account plan.

United States Savings Bonds

Learn more about designating and donating savings bonds.

Life Insurance

Ask the insurance company for a TOD form. Some insurance companies also call these beneficiary designation forms.

Learn more about designating and donating a portion or all of your life insurance policies.