Another simple way to give an estate gift is to name Common Cause a beneficiary of your life insurance policy. Giving an insurance policy is a way to give significant support to an organization you love without interfering with your will’s plans for your friends, family, and other loved ones. You can leave the entirety of the policy to Common Cause, or designate a percentage. To include Common Cause as a beneficiary of your insurance policy, simply complete a “Change of Beneficiary” form with your policy provider. You will need the following information to complete the form:
Attn: Max Wolfson
805 15th Street NW, Suite 800
Washington, DC 20005
Tax ID number 52-6078441 (I don’t think our tax ID would have changed but I’m not sure who to ask?)
If you have any questions about making an insurance estate gift, or need further details, please don’t hesitate to contact Max Wolfson at email@example.com or (202) 736-5785.