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How to Complete Your Gift
Changing Beneficiaries
Using life insurance is a popular way to make a future donation in support of our work. To change beneficiaries of your life insurance, take these simple steps:
- Contact your insurance company for its change of beneficiary form.
- To name Tulsa Library Trust as a beneficiary, decide what percentage of the policy's value you would like us to receive and name us along with the stated percentage on the beneficiary form.
- Return the form to your insurance company.
- Keep a copy for your records and give a copy to your estate planning attorney.
Life insurance proceeds can be divided among more than one beneficiary on a single policy.
For More Information
Consulting an estate planning attorney is a smart investment that can save you and your family money and heartache in the long run. Please seek legal advice before deciding who will get what in your estate plan. Contact Larry Bartley at 918-549-7363 or lbartle@tulsalibrary.org if we can answer any questions you have about supporting our organization.
| Get your own free guide with tips on preparing to meet with your estate planning attorney. |
Your Next Steps
Getting Started | Is This Gift Right for You? | Case Study | But What About the Kids? | How to Complete Your Gift | Action Items
Getting Started | Is This Gift Right for You? | Case Study | But What About the Kids? | How to Complete Your Gift | Action Items
Copyright © The Stelter Company, All rights reserved.
The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.
