Giving Retirement Funds, Insurance Policies, and Bank or Brokerage Accounts
If you are interested in creating a legacy for Planned Parenthood, but have no interest in writing a will or trust, you can name Planned Parenthood as beneficiary of your:

  • retirement account
  • insurance policy
  • bank or brokerage account
Retirement Funds
You can create a legacy by naming Planned Parenthood as beneficiary or contingent beneficiary of an IRA, 401(k), 403(b), Keogh account, or other retirement plan. When a retirement account is left to a charity, the organization does not pay the income tax otherwise due if left to a friend or family member. For very high net worth individuals, assets in these accounts may be taxed twice if they are part of your estate, resulting in asset depletion.

To make such a gift requires completing a change of beneficiary form. There will be no fees involved, and it does not require any work on the part of an accountant or attorney. If you name Planned Parenthood as beneficiary, you can change your mind at any time by updating the change of beneficiary form. If you need help obtaining a change of beneficiary form, please contact us.

If you are married, please note that changing beneficiaries may require the permission of your spouse. There also may be additional tax and financial planning issues, so when considering these assets in your plans, you should consult your legal or financial advisor.
Insurance Policies
Life insurance may be used to create a legacy by naming Planned Parenthood as beneficiary or contingent beneficiary of the policy. This requires that you complete a change of beneficiary form with the insurance company. You do not have to work with an attorney or accountant, and there are no fees to arrange such a gift. If you name Planned Parenthood as beneficiary, you can change your mind at any time by updating the change of beneficiary form. If you need help obtaining a change of beneficiary form, please contact us.
Bank and Investment Accounts
You may name Planned Parenthood as successor to your bank or investment account in most states. The arrangement is known as TOD/POD or Transfer-on-Death/Payable-on-Death. This requires that you complete a form directly with your financial institution. You do not have to work with an attorney or accountant, nor are any fees involved to arrange such a gift. TOD/POD gifts are completely revocable you may change your mind at any time by filling out a new form.

You may be asked for the following information on the form:

Legal Name
Planned Parenthood of Orange and San Bernardino Counties

Legal Address
700 S. Tustin St., Orange, CA 92866

Tax I.D./Employer Identification Number
95-6152773














Planned Parenthood of Orange and San Bernardino Counties - your family planning partner since 1965.
www.plannedparenthoodosbc.org | contact us