Sample Beneficiary Designation

To designate {ORG_NAME} as a beneficiary of a qualified retirement plan or other financial account, please use the following information:

Useful Legal Information

Legal name: ORGANIZATION NAME
Address: ***
Federal Tax ID number: ***

For More Information

Before deciding about your estate plan, consult an estate planning attorney. To learn more about how your gift will be put to use, contact GIVING OFFICER NAME, TITLE, at (000) 000-000 or email@emailhere.org.

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