There are several simple and savvy ways that you can support without reducing your income or diminishing your savings.
Think about using assets that can be transferred to 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.
You can name in your long term plans 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.
Ask the plan custodian for a TOD (Transfer on Death) form. Some companies also call these forms beneficiary designation forms.
Learn more about designating and donating a portion or all of your retirement plan.
Ask the brokerage or mutual fund custodian for a TOD (Transfer on Death) form. Some companies also call these beneficiary designation forms.
Learn more about designating and donating appreciated stock or mutual fund account plan.
Learn more about designating and donating savings bonds.
Ask the insurance company for a TOD (Transfer on Death) form. Some insurance companies also call these beneficiary designation forms.
Learn more about designating and donating a portion or all of your life insurance policies.
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 .
Learn more about designating and donating your bank accounts.
You may have a loved one as the joint owner of an account. You can still designate and donate.
Learn more about designating and donating jointly-held accounts.
Compare Gift Plans Goals & Benefits Glossary Request Information
The professionals at our Department of National Planned Giving, Legacy and Endowments will be happy to discuss your interests, concerns and financial options, and work personally with you and/or your legal and financial advisors to create a plan that meets your needs and supports the Anti-Defamation League Foundation.
For more information, please contact:
Director of National Planned Giving, Legacy and Endowments
Anti-Defamation League Foundation (ADLF)
605 Third Avenue
New York, NY 10158
plannedgiving@adl.org
1-888-235-9710
This information is provided for educational purposes. The Anti-Defamation League Foundation and ADL are not financial, legal or tax advisors. Please contact your advisors regarding your financial, legal or tax needs.
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