CALENDAR OF EVENTS

Bank or Investment Accounts



A simple and easy way to make a gift to the Hoover Presidential Foundation is to make the foundation the beneficiary of your bank account or certificate of deposit upon your death.  You can do this by adding a Pay-On-Death (POD) or Transfer-On-Death (TOD, also known as a Totten trust) designation to your account by completing a form from your financial institution. You have access to the asset during your lifetime, the process is free of charge and you can change the beneficiary as often as you like.

However you’ve structured your gift of bank or investment account assets, please let us know you planned for us in your estate so we can thank you.
 
Contact:
Mundi McCarty
Director of Development
Hoover Presidential Foundation
MMcCarty@HooverPF.org
or 319-643-5327 for more information.




The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.
 

Ways to Give:

A simple and easy way to make a gift to the Hoover Presidential Foundation is to make the foundation the beneficiary of your bank account or certificate of deposit upon your death.  You can do this by adding a Pay-On-Death (POD) or Transfer-On-Death (TOD, also known as a Totten trust) designation to your account by completing a form from your financial institution. You have access to the asset during your lifetime, the process is free of charge and you can change the beneficiary as often as you like.

However you’ve structured your gift of bank or investment account assets, please let us know you planned for us in your estate so we can thank you.
 
Contact:
Mundi McCarty
Director of Development
Hoover Presidential Foundation
MMcCarty@HooverPF.org
or 319-643-5327 for more information.

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.

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