August 20, 2019 – Bequests and Life Insurance Beneficiary Designations

August 20, 2019 @ 11:30 am – 1:00 pm
Snyder Insurance Building
1 Brickyard Drive Bloomington
IL 61701
Hilary Secord

Bequests and Life Insurance Beneficiary Designations

August 20, 2019

Moderator: Estate Planning Attorney April Gould

Brian P. Garwood Salvation Army

Costigan & Wollrab, P.C.

What is best way to ask a donor for a charity to be named as beneficiary? • How are beneficiary designations for personal accounts different from retirement accounts? • How can potential donor and development officers best prepare for meeting with an attorney? • What considerations go into naming a charity as the beneficiary of a life insurance policy?

Posted in .