Beneficiary Designations

Beneficiary designations are among the most flexible ways to support Pine Street Inn.

Consider the following reasons why this gift type is so popular and might be a smart way for you to give:

• You can make the gift without having to revise your will or living trust.
• It is easy to modify the beneficiary forms to adapt to changing intentions and circumstances.
• Arranging such a gift is simple and generally entails little or no expense.
• When a charity is a beneficiary of retirement funds, those funds will not be subject to income tax.
• You may save estate taxes, depending on the size of your estate.
• The gift becomes available to the charity with little delay.

Types of Beneficiary Designations:

• IRA and Qualified Retirement-Plan Distributions
• Donor-Advised Fund
• Paid-Up Life Insurance Policy
• Commercial Annuity
• Bank Accounts
• Brokerage Accounts

All you need to do is fill out a change-of-beneficiary form that your account administrator can provide and designate Pine Street Inn as a beneficiary.