Retirement, investment, and bank account assets can be gifted to
START Rescue at the passing of the account owner.
Donors can name START Rescue as the primary, joint or
contingent beneficiary of excess or unused retirement assets.
bank and investment accounts
Donors may have the option to leave instructions with the investment company or bank
naming a beneficiary to receive the contents of the account upon their passing. These accounts are sometimes knows as “payable on death” or “transfer on death” accounts.
It is very easy to change the beneficiary on any of these accounts and you will
retain complete control over the funds or assets in the account while you are alive.
For additional information in connection with a planned gift,
please contact Bequests@STARTrescue.org or call Kaytlin at (310) 880-2408
We welcome the opportunity to help you achieve your charitable goals. However, the information on this page is not intended as legal or tax advice. There are tax consequences associated with any gift, especially retirement accounts after someone passes. Any potential donors are responsible for learning about any tax consequences associated with a gift or bequest. We recommend contacting an estate planning attorney and/ or financial advisor to discuss these issues.