Naming NYU Langone Health as a beneficiary of certain financial accounts can be a straightforward way to incorporate charitable giving into long-term plans. Beneficiary designations can often be updated directly through a financial institution without modifying a will or trust.
Accounts that may allow charitable beneficiary designations include retirement plans, life insurance policies, donor-advised funds, and certain investment accounts. These designations should be reviewed periodically and coordinated with overall estate planning goals.
Setting up your gift is easy. Simply request a change-of-beneficiary form from your account administrator or download it from your provider’s website. Update your beneficiary details, submit the form, and your gift is in place.
Next Steps
- Contact Staci Weininger, Senior Division Director for additional information or to learn more about the different options for supporting NYU Langone Hospitals or NYU Grossman School of Medicine with your gift.
- Seek the advice of your financial or legal advisor.
- If you include NYU Langone Hospitals or NYU Grossman School of Medicine in your plans, please let us know so we can be sure to welcome you to our John Revere Society.