GIFTS THROUGH YOUR RETIREMENT PLAN OR LIFE INSURANCE

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Your IRAS, Keogh, 401(k), or 403(b) plan is a great way to provide for your retirement. It can also be a golden opportunity to advance the values that have been most important to you in your life.

You can play a personal role in advancing democracy, fairness, and equality by providing now for a future gift through your retirement account. For many people, this is the easiest and most effective way to make a meaningful charitable gift.

  • Make withdrawals from your retirement account as usual during your lifetime.
  • Make a gift that becomes effective only when you and your spouse or partner no longer named the assets.
  • Donate all or a percentage of the balance of your account.

Here's How:

  1. Request a beneficiary designation form from the financial intuition that manages your account. The form can often found on their web site.
  2. Complete the form using the below information:
    League of Women Voters of California
    500 Capitol Mall, Suite 2350 - #5001
    Sacramento, CA 95814
    Tax ID# (enter if asked for a social security 94-1506251.)
  3. Email: lwvc [at] lwvc.org
  4. Complete the Confidential Bequest Intention Form to notify us of your plans.

If you need to provide for a spouse, name your spouse as "primary beneficiary" and LWVC as a "secondary beneficiary." LWVC will receive a gift only if your spouse does not survive you. When the surviving spouse rolls over the IRA to their name, please also consider designating LWVC as a beneficiary at that time.

You can also use a beneficiary designation with:

  • A life insurance policy
  • Employer-provided life insurance.
  • A bank or brokerage account eligible for "pay on death" or "transfer on death."
  • A donor-advised fund or "charitable gift fund" account.

Take the next step:
Confidential Bequest Intention Form (Printable PDF)
Confidential Bequest Intention Form (Secure online form)
Estate Planning Resources
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Yes, I've already included LWVC in my estate plans!

Please note: This information is not intended as tax or legal advice. We recommend that you consult with your legal and financial advisors to learn how a gift would work in your circumstances. Laws and regulations governing all gifts and availability of certain life income gifts vary by state.