Beneficiary Designations
Continue Supporting Our Work After Your Lifetime
Passionate about supporting RMHC to create, find and support programs that directly improve the well-being of children, even after your lifetime? It's not only possible, it's easy to do with a beneficiary designation. Just name RMHC as a beneficiary to receive assets such as retirement plans and life insurance policies after you're gone. You simply fill out a form that is entirely separate from your will—which makes this approach an easy way to give.
Not only is it an easy way to give, but it's also flexible—you aren't locked into the choices you make today. You can review and adjust beneficiary designations anytime you want.
Check Out This Potential Scenario
Robert and Carol treasure the financial help they've been able to give their children and RMHC over the years. Now that their kids are grown, Robert and Carol changed their estate plan so it could work harder for the people and causes they love. The couple updated their will to leave stocks and real estate to their kids. And they left us a $75,000 IRA to be transferred after their death. Because RMHC is tax-exempt, all $75,000 will support children and their families.
If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.
*Based on an assumption of a 24% marginal income tax bracket.
See How It Works
Learn How to Fund It
You can name us beneficiary of the following assets:
Questions about ways to give through a planned gift?
Contact Lacee O’Brien at 630-623-7048 or lacee.obrien@us.mcd.com