How To Designate A Charitable Organization As A Beneficiary Of Your Life Insurance Or Annuity
websitebuilder • November 28, 2020
Is there a charity near-and-dear to your heart?
You have the opportunity to
specify the organization as a
beneficiary for your life
insurance or annuity policy.
Wondering how? Simply
specify the charity name on
your beneficiary designation
form. You can choose the
percentage each beneficiary
will receive and can split it
amongst multiple recipients.
Be sure to review your
beneficiary recipients once a
year or every five years at
minimum.
You can make updates to your
beneficiaries at any time by
contacting your agent or the
GBU Home Office.

Legacy giving, also known as planned giving, is a meaningful way to leave behind an impact on the causes and organizations you care about. By incorporating life insurance and annuities into your estate planning, you can maximize the benefits of your legacy gifts, ensuring they are both impactful and tax efficient.