Making a Gift through Retirement Plans and
Life Insurance
Retirement Plans
To preserve your retirement assets after your lifetime, consider the benefit of using them through a planned charitable gift to POST.
The simplest way to leave the balance of a retirement account to POST is to list us as the primary or secondary beneficiary or to designate a specific amount to give to POST on the paperwork provided by your plan administrator.
Life Insurance
You also can name POST as primary beneficiary of your life insurance policy or as contingent beneficiary should your other beneficiaries not survive you. After your lifetime, the benefits from your policy pass to POST free of federal estate tax.
For more information, please contact Adelaide Roberts, Director of Planned Giving, at (650) 854-7696 or aroberts@openspacetrust.org.