The perfect answer if you would like to make a significant gift to the CRISTA family of ministries but feel unsure about your future needs. This is because beneficiary designations are revocable, meaning that they can be changed if your circumstances, or those of your loved ones, change. And the gift is simple to arrange, usually done via a beneficiary form that the account administrator or company provides at no cost to you.You can name CRISTA as a beneficiary, in part or in full, of many different types of assets:
- Life Insurance
- Bank or brokerage accounts
- IRAs and other retirement plans *
- U.S. Savings Bonds *
- Commercial annuity contracts *
Now you can dream big! Because such a gift allows you to retain control of your assets during your lifetime (should you ever need them), you can leave a larger legacy than you ever dreamed possible, with confidence.
For more information on making a gift to CRISTA through a beneficiary designation, contact us by e-mail at firstname.lastname@example.org or by phone at (206)546-7561. We’ll be happy to discuss with you the arrangement most beneficial for you and your heirs.
* Because these assets are subject to income taxes if given to heirs, it is generally better, from a tax standpoint, to gift these to CRISTA and leave other types of assets to your heirs (CRISTA is a tax-exempt organization). With a little thought about which assets to use, you can maximize the gifts you leave to both your loved ones and to CRISTA.