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.