Easy Gifts
Your legacy gift to SFJAZZ will help inspire and develop future generations of jazz musicians and audiences. Many types of assets, in addition to cash, can be used to make a legacy gift. We encourage you to work with your professional advisers and our staff experts to help you determine which type of legacy gift is best for you.
In addition, there are many types of legacy gifts you can easily make without incurring the services of your professional advisor. All you need to do is fill out your provider’s paperwork for the following gifts:
- IRA or pension plan life insurance
- Stocks and bonds
- Savings/checking accounts
- Donor advised fund
- Commercial annuity
The key to setting up these gifts is contacting the institution that holds your asset. Ask them for a beneficiary form. Some firms refer to them as a designation form. Yet others as a “payment on death” form.
It’s important to remember that when you fill out the form, and you also have language in your will or living trust about the same asset, if there is a discrepancy, the form takes precedence over the will or trust. This is because you have a contract with the firm, and that form fits within the scope of the contract. The will or trust does not.