There are several simple and savvy ways that you can support FCNL and the FCNL Education Fund without reducing your income or diminishing your savings.

Think about using assets that can be transferred to FCNL without legal expense. You may have bank investments, retirement, insurance, stock, or mutual-fund accounts that you can use to accomplish your charitable goals. All of these assets can be transferred by completing a POD (Pay on Death) or TOD (Transfer on Death) form. Some companies also call these beneficiary designation forms. This completed form tells the account custodian what to do with the account after your passing.

This is “Designate and Donate” gift planning. You can designate and donate today without a negative impact on cash flow or lifestyle.

Keep it simple and savvy. Ask your bank for a POD form. Ask your retirement plan, investment account or insurance company for a TOD form. Designate and donate with any of these assets. It takes less than five minutes of your time.

Designate and Donate

Retirement Plans

Stocks & Investment

Life Insurance

Bank Accounts

Benefits of “Designate and Donate” Gifts

  • You can make a gift that costs you nothing during your lifetime.
  • You can make a gift and leave your cash flow and current financial planning unchanged.
  • You can make a gift with appreciated assets and save taxes.

Designate and Donate: Retirement Plans

Ask the plan custodian for a TOD (Transfer on Death) form. Some companies also call these forms beneficiary designation forms.

Learn more

Designate and Donate: Stocks and Investments Fund Accounts

Ask the brokerage or mutual fund custodian for a TOD (Transfer on Death) form. Some companies also call these beneficiary designation forms.

Learn more

Designate and Donate: Life Insurance

Ask the insurance company for a TOD (Transfer on Death) form. Some insurance companies also call these beneficiary designation forms.

Learn more

Designate and Donate: Bank Accounts

Ask the bank for a POD form (Pay on Death). After your passing, what remains in the checking or savings account will be transferred to FCNL Education Fund.

Learn more

Note: Gifts to Friends Committee on National Legislation are not tax deductible. If your estate is likely to be greater than $5.45 million, you may receive an estate tax benefit from giving to the FCNL Education Fund instead (Tax ID #52-1254489). Since only about 1% of estates are large enough to be taxed by the federal government, there rarely is an estate tax benefit to naming FCNL Education Fund instead of Friends Committee on National Legislation. We therefore encourage you to give these gifts to Friends Committee on National Legislation. Please check with a tax advisor to see if your estate will likely be subject to federal or state estate taxes.

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The material presented on this Planned Giving website is not offered as legal or tax advice. Read full disclaimer.

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