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Beneficiary Designations

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Beneficiary Designations
IRA and Retirement Plan Beneficiaries
Life Insurance Policy Beneficiaries
Insurance Annuity Beneficiaries
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Continue supporting our work even after your lifetime by naming us as beneficiary of your retirement plan, life insurance or insurance annuity assets.

 

Getting Started

 

Naming the individuals and charities that will receive your assets once you are gone can be a simple process. Most assets can pass to your intended beneficiaries by the terms of your will. Other assets, such as retirement plans, life insurance and insurance annuities, however, are not controlled by the terms of your will. These assets instead require separate beneficiary forms.

 

The beneficiaries of these assets can be easily modified at any time to meet your changing needs:


  • IRAs and retirement plans
  • Life insurance policies
  • Insurance annuities

 

 



 

 

A tax or legal advisor can provide you with additional information. We would be happy to assist you as well. Simply contact Bill Roby at (530) 622-5621 or bill@eldoradocf.org; we can work with you to find a way to give that meets your goals.