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There is no easier way to create your legacy of hope at St. Anthony’s than with a gift by beneficiary designation.

Life insurance:

You may have a life insurance policy you purchased years ago and no longer need.  You can name St. Anthony’s as a full, partial, or contingent beneficiary of your policy.

You can also sign over a fully paid policy and receive a tax deduction for your gift.

IRA, 401k’s, and other retirement plan assets:

As retirement plans are taxed differently than other assets, they can become a tax liability when inherited.  Designating St. Anthony’s as a beneficiary of these assets can reduce or eliminate this liability.  You can include St. Anthony’s on the beneficiary designation form to receive a specific percentage of your account value or as a contingent beneficiary.

Bank & brokerage accounts:

Assets like bank and brokerage accounts, CDs and savings bonds can be wonderful gifts to use to create your legacy at St. Anthony’s. Simply name St. Anthony’s as the pay-on-death (POD) or transfer-on-death (TOD) beneficiary of these assets.

Donor advised funds (DAFs):

You can name St. Anthony’s as the beneficiary of your entire fund, or a percentage, leaving the balance in your DAF to allow your children and grandchildren to continue your philanthropy.

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