Beneficiary Designations
Beneficiary Designations
Contact our Planned Giving Team to learn how the CARES Act might impact your charitable giving options.
You can name a charity such as CRS as a beneficiary of a:
- Savings account or certificate of deposit
- Investment/brokerage account
- IRA
- 401(k)
- 403(b)
- Qualified retirement plan
- Insurance policy
This is a simple way to make a gift that has a lasting effect on the lives of the men, women and children CRS serves around the world. All you have to do is complete and return the provided beneficiary designation form from your plan administrator, insurance provider or financial institution.
Designating a beneficiary does not change your ability control your retirement account or life insurance policy. Changes to beneficiaries can be made at any time during your life.
Discuss any plans and changes with your financial advisor and attorney. Please provide a copy of the submitted beneficiary designation form to your financial advisor or attorney.
Legal Name, Address, and Tax ID
Catholic Relief Services- United States Conference of Catholic Bishops
228 West Lexington Street
Baltimore, Maryland 21201-3413
Federal Tax ID: 13-5563422
Contact the Planned Giving Team
Don't see what you need? Use our online form to get in touch!
Or call us at 800-235-2772 (select the option for Planned Giving)