Beneficiary Gifts
3 Steps to Making a Beneficiary Gift
Did you know that the beneficiaries named on a retirement plan or life insurance policy determine who will receive these funds, even if they are designated differently in your will? Did you also know that funds remaining in your IRA may be subject to multiple taxes if left to your estate?
If you are considering including a gift for Marian Regional Medical Center Foundation in your will, we have a simple solution. Name Marian Regional Medical Center Foundation as a beneficiary or partial beneficiary of your retirement plan and leave other less-taxed assets to your family.
It's Easy as 1, 2, 3!
- Request a "change of beneficiary" form from your plan administrator.
- List Marian Regional Medical Center Foundation as beneficiary at the following address:
Marian Regional Medical Center Foundation
1400 E Church Street
Santa Maria, CA, 93454
EIN #: 95-3818027
- Let us know so we can thank you!