1 Brickyard Drive Bloomington
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?