Your IRAS, Keogh, 401(k), or 403(b) plan is a great way to provide for your retirement. It can also be a golden opportunity to advance the values that have been most important to you in your life.
You can play a personal role in advancing democracy, fairness, and equality by providing now for a future gift through your retirement account. For many people, this is the easiest and most effective way to make a meaningful charitable gift.
- Make withdrawals from your retirement account as usual during your lifetime.
- Make a gift that becomes effective only when you and your spouse or partner no longer named the assets.
- Donate all or a percentage of the balance of your account.
- Request a beneficiary designation form from the financial intuition that manages your account. The form can often found on their web site.
- Complete the form using the below information:
League of Women Voters of California
921 Eleventh Street, Suite 700
Sacramento, CA 95814
Tax ID# (enter if asked for a social security 94-1506251.)
- Email: dalexander [at] lwvc.org
- Complete the Confidential Bequest Intention Form to notify us of your plans.
If you need to provide for a spouse, name your spouse as "primary beneficiary" and LWVC as a "secondary beneficiary." LWVC will receive a gift only if your spouse does not survive you. When the surviving spouse rolls over the IRA to their name, please also consider designating LWVC as a beneficiary at that time.
You can also use a beneficiary designation with:
- A life insurance policy
- Employer-provided life insurance.
- A bank or brokerage account eligible for "pay on death" or "transfer on death."
- A donor-advised fund or "charitable gift fund" account.
Take the next step:
Confidential Bequest Intention Form (Printable PDF)
Confidential Bequest Intention Form (Secure online form)
Estate Planning Resources
Tax ID Number
Yes, I've already included LWVC in my estate plans!
Please note: This information is not intended as tax or legal advice. We recommend that you consult with your legal and financial advisors to learn how a gift would work in your circumstances. Laws and regulations governing all gifts and availability of certain life income gifts vary by state.