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Planned Giving: simplify, streamline, and scale legacy giving
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Beneficiary Designations
Did you know?
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Having a valid will in place isn’t enough.
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Assets you pass on outside of your will are called non-probate assets.
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They include lRAs, 401(k)s, pensions, life insurance policies, and certain bank and brokerage accounts.
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If beneficiaries are properly set for these non-probate assets(opens in new window), ownership can transfer faster than your assets that must go through probate.
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Gift Intent
Let CARES know about your legacy gift
By letting us know, you ensure your gift is used as you intended and give us the opportunity to thank you personally.
Even if you report your gift today, you are still able to alter your plans in the future.
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