Our Top Free Resource
This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
Download My KitNot everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using:
It is very simple to name Dana-Farber Cancer Institute and the Jimmy Fund as a beneficiary. Start by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider's website. Make your desired changes and return the form to establish your gift.
Join fellow Dana-Farber and the Jimmy Fund supporters on Giving Docs, a safe, secure, and free-for-life suite of estate plan essentials.
Get StartedRobert and Carol recently updated the beneficiary designation on their $75,000 IRA to be transferred to Dana-Farber upon their deaths. Because Dana-Farber and the Jimmy Fund is a charitable entity, all $75,000 will be transferred tax-free.
Had Robert and Carol left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes-leaving only $57,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated beneficiary designations.
*Based on an assumption of a 24% marginal income tax bracket.
This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
Download My KitDownload our FREE guide Beneficiary Designations: Easy Ways to Leave Your Legacy.
This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
Download My Kit