Using a Beneficiary Designation to Make a Gift to Charity

Continuing Her Legacy of Caring

Deborah Halladay's faith played a central role in her life. She devoted considerable time to her church, first St. Paulus and then St. Mark's Lutheran in San Francisco, where she was an active member of Women of ELCA. The Minneapolis native lived in San Francisco most of her adult life and worked as a paralegal, retiring from Morrison Forester Foundation.

A life-long student, Deborah combined with her love of travel to pursue an interest in religious studies and icons. She was planning a trip to Italy when she died unexpectedly in December 2017.

Since she had no children, it was important to Deborah that her legacy continue after she passed. She received excellent advice on how to leave clear instructions in her will and left percentage of her IRA to LSS of Northern California and other nonprofits.

Is a beneficiary designation gift right for you?

If you own a qualified retirement plan, such as an IRA, 401(k) or 403(b) and would like to make a charitable gift, your family or your estate might benefit if you update your beneficiary designation form naming our organization as a beneficiary. Beneficiary designation gifts may help your heirs avoid paying income tax on certain inherited assets and may help your estate avoid estate taxes.

If you have questions about making a beneficiary designation gift, please contact us. We would be happy to work with you and answer any questions that you have.

*Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since the benefits of each gift may be different, you should seek the advice of your legal, tax or financial advisor.