Gift Planning

One Gift, a Lifetime Investment

Meet your personal financial goals while making a difference in the future of Camerata Pacifica.

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Beneficiary Designation Gifts

A beneficiary designation gift is a simple and affordable way to make a gift to support Camerata Pacifica. You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.

Beneficiary Designation Gifts
Donor
Designation Form
Account Custodian
Property
(IRA/Investment)
CP
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Benefits of a beneficiary designation gift

  • Support the causes that you care about
  • Continue to use your account as long as you need to
  • Simplify your planning and avoid expensive legal fees
  • Reduce the burden of taxes on your family
  • Receive an estate tax charitable deduction

How a beneficiary designation gift works

  1. To make your gift, contact us at Camerata Pacifica for clarification or the person who assists you with your account or insurance policy
  2. Ask them to send you a new beneficiary designation form.
  3. Complete the form, sign it and mail it back to your broker, banker or agent.
  4. When you pass away, your account or insurance policy will be paid or transferred to Camerata Pacifica, consistent with the beneficiary designation.

Important considerations for your future

If you are interested in making a gift but are also concerned about your future needs, keep in mind that beneficiary designation gifts are among the most flexible of all charitable gifts. Even after you complete the beneficiary designation form, you can take distributions or withdrawals from your retirement, investment or bank account and continue to freely use your account. You can also change your mind at any time in the future for any reason, including if you have a loved one who needs your financial help.

Contact us

If you have any questions about leaving a beneficiary designation gift to Camerata Pacifica, please contact us. We would be happy to assist you.

If you have already designated Camerata Pacifica as a beneficiary of an asset or as part of your estate plan, please let us know. We would be honored to recognize you and your family for your generosity.

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