Beneficiary Designations
Make a Gift in 3 Easy Steps
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Download our FREE guide Beneficiary Designations: The Easiest Ways to Leave Your Legacy.
Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using:
- IRAs and retirement plans
- Life insurance policies
- Donor advised funds
- Commercial annuities
It only takes three simple steps to make this type of gift and change the lives of animals using a beneficiary designation. Here's how to name the SF SPCA as a beneficiary:
- Contact the administrator of your retirement plan, insurance policy, bank account or donor advised fund for a change-of-beneficiary form or simply download a form from your provider's website.
- Decide what percentage (1 to 100) you would like to contribute to the SF SPCA and name us, along with the percentage you chose, on the beneficiary form.
- Return the completed form to your plan administrator, insurance company, bank or financial institution.