Make us a beneficiary of your IRA or other “non-probate” investments and financial accounts
Why beneficiary designations are so powerful
Assets not included in your will are called non-probate assets. Examples are 401(k)s, IRAs, life insurance policies, and other accounts. Designating the Children's Home Society of Florida as a beneficiary can have a big impact and may avoid unwanted taxes for your loved ones.
Charitable benefits
Common gifted assets for beneficiaries
- IRA
- 401(k)
- Life insurance
- Joint real estate
- Joint bank accounts
- Joint property ownership
Designate Children's Home Society of Florida as a beneficiary to one or more of your accounts.
We have partnered with FreeWill to offer this free online platform that will walk you through the process of setting up your beneficiaries. Your gifts can have a big impact and can often prevent unwanted taxation.
A Gift in Your Plans can Impact Children’s Future
A gift in your will or other plans can offer life-changing impact for a child and their family. The odds are against them, and what they face cannot be solved in a day. Your gift can create opportunities for a brighter tomorrow and a help establish a foundation for a brighter future.
Frequently Asked Questions
Yes, it is very helpful to let CHS know that you have included us in your will. This will let us understand how you want your gift used. You can always make changes when you want.
A non-probate asset is an account or other asset that won’t be governed by the decisions you make in a will. Instead, these accounts commonly have an assigned beneficiary that you choose. Types of non-probate assets include many retirement accounts, life insurance, some bank accounts and some assets (like a house or vehicle) that you jointly own with another person.
The most commonly gifted non-probate asset is an IRA or 401(k). This is because these accounts are always taxed (even for people below the estate tax threshold). Giving these accounts to charity keeps your heirs from having to pay unexpected taxes.
Yes! Even if you have a will in place you still need to designate beneficiaries for your non-probate assets.
Yes! Gifts of any size are deeply appreciated. Many people choose to leave a percentage of their estate, which scales up or down with your estate size.
No. You can usually make these easily and at no cost to you.
Yes. You are always free to revise or update your estate plans.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Casey Schroder
Title :Director of Donor Relations & Gift Planning
Phone: 321-558-4034
Email: casey.schroder@chsfl.org
Already included us in your estate plan? Let us know, so we can understand how you want your gift to support children.
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of gift plan. Learn more, or get help starting your will (for free!).
Popular tax-smart gifts
Many people are increasingly choosing to give investments, retirement accounts or property, so they can have a bigger impact at less cost to them.
Gifts that pay you back
Give investments, retirement accounts or property while providing yourself or others with income for a period of time or distributions at a later date.