Greetings!

When people hear the phrase "estate planning," they often picture complicated legal documents, court filings, and costly attorney fees. But did you know that one of the most effective ways to support IDAA requires none of those things?

Through Beneficiary Designations, you can designate IDAA as a full or partial beneficiary of accounts you already own, simply by filling out a form online.

Accounts that support beneficiary designations:

• Retirement accounts (IRA, 401(k), 403(b))
• Life insurance policies
• Bank or brokerage accounts (P.O.D. or T.O.D. designations)

Why this matters for retirement accounts:

Retirement assets left to heirs are often subject to income tax. However, because IDAA is a 501(c)(3) nonprofit, 100% of the retirement funds designated to us pass tax-free, maximizing the impact of your gift.

Updating a beneficiary form takes just a few minutes through your plan administrator's online portal, but its impact will resonate across our fellowship for years to come.

Team: DAFgiving360

Phone: 1-800-746-6216

Website: DAFgiving360.org

Learn More About Beneficiary Giving

Warmly,

Michelle Van Alst

Executive Director, IDAA