Leaving a bequest to HMRI in your Will or Trust is the most common type of legacy gift. A bequest is a transfer of personal property as directed by specific provisions of a person's Will or Trust after one's lifetime. A charitable bequest is when an individual designates a charitable organization as the recipient. By including a bequest to HMRI in your Will, you are directly contributing to the lasting impact of the work we do for generations to come.
Some people prefer the increased flexibility that a beneficiary designation provides by using:
- IRAs, 401(k), 403(b) or other qualifying retirement plans
- Life insurance policies
It only takes three simple steps to make this type of gift. Here's how to name HMRI as a beneficiary:
- Contact your retirement plan administrator, insurance company, bank, or financial institution for a change-of-beneficiary form.
- Decide what percentage (1 to 100) you would like us to receive and name us, along with the percentage you chose, on the beneficiary form.
- Return the completed form to your plan administrator, insurance company, bank, or financial institution.