Beneficiary Designations
Beneficiary designations are the easiest ways to make a Legacy Gift. All you have to do is fill out a beneficiary designation form. When completing this form, simply name the U.S. Fund for UNICEF as a full or partial beneficiary and provide our tax identification number. In addition, these gifts bypass probate and go directly to all beneficiaries. Here are some common designation options.
- Retirement plans [e.g., traditional IRA, Keogh, 401(k), 403(b)]: Including the U.S. Fund for UNICEF as a beneficiary enables you to avoid substantial income taxes that would have been due if a retirement plan were left to non-spousal heirs. It is strongly advised that you name the U.S. Fund for UNICEF as a beneficiary of a retirement plan through your designation form and not through your will, which may jeopardize tax benefits.
- Insurance policies: There are a number of ways you can name the U.S. Fund for UNICEF as a beneficiary of an insurance policy, whether through your employer or a separate policy that you hold. Such a gift may provide you with current and future tax benefits.
- Savings accounts: Designating the U.S. Fund for UNICEF as a beneficiary of a savings account is simple and allows full use of savings during your life.
To learn more or for the U.S. Fund for UNICEF's tax id#, e-mail Karen Metzger at LegacyGifts@unicefusa.org or call toll-free 866.486.4233.
Make a difference. Help continue the tradition of caring for all children.
