beneficiary designation.

Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using IRAs and retirement plans, life insurance policies, and donor advised funds.

It only takes three simple steps to make this type of gift and impact the lives of our students for years to come using a beneficiary designation. Here’s how:

1. Contact the administrator of your retirement plan, insurance policy, bank account, or donor advised fund for a change-of-beneficiary form or simply download a form from your provider’s website.

2. Decide what percentage (1 to 100) you would like to contribute to Live It Learn It and name us, along with the percentage you choose, on the beneficiary form. 

3. Return the completed form to your plan administrator, insurance company, bank or financial institution.

Once you include Live It Learn It in your bequest or other planned gift, please share with us that you have included Live It Learn It as a beneficiary in your estate plans in order to join the Legacy Circle today. Your willingness to be listed as a member of the Legacy Circle encourages others to follow your example.