Beneficiary designations

A simple way to plan a future gift

Naming Plan International USA as a beneficiary of all or a portion of your assets is an easy way to be sure that you are leaving a legacy of impact, as you intended: supporting children, families and communities around the world.

Benefits

Complete it in minutes with your plan provider, no attorney or cost required.
Update your designation any time your plans change.
Avoid income taxes your heirs might otherwise owe on inherited retirement assets.

How it works

Contact your plan administrator or financial institution.

Request a beneficiary designation form.

Name Plan International USA as a full or partial beneficiary.

Share your plans with us, so we can thank you and ensure we understand your intentions.

Questions? Contact:

Kelly Honecker
Director Principal Gifts
Phone: 401-552-5353
Email: [email protected]

Planned Giving Intention Form

Donor Information(Required)

This is who the tax acknowledgment letter will be addressed to:

First Name Middle Last Name

Preferred Name

If you use a name other than your given name, please list below.

Date of Birth(Required)

Email Address(Required)

Enter Email Confirm Email

Would you like to opt-in to emails from Plan International?

Yes

Phone Number(Required)

Country Phone Number

Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Executor Information

Name of Executor(Required)

What is the full name of your executor?

First Last

Email Address(Required)

What is the email address of your executor?

Enter Email Confirm Email

Phone Number(Required)

What is the phone number of your executor?

Country Phone Number

Gift Details

Did you gift a percentage of your estate or a set dollar amount?

Percentage of Estate (%)

Dollar Amount

Percentage

Please indicate the percentage of your estate you would like to gift.

Dollar Amount

Please indicate the dollar amount from your estate you would like to gift.

Would you like your name to be listed in Plan International USA publications?

Yes, I’m willing to receive public recognition

No, I’d prefer to remain anonymous

Optional Information

What motivated your gift today?

Every donor's situation is unique. Whether you're exploring options or already have plans in place, we're happy to answer your questions, without obligation.

Plan International USA Inc. is a 501(c)(3) public charity. EIN: 13-5661832.