Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using such assets as IRAs and retirement plans.
It only takes four simple steps to make this type of gift. Here’s how to name CrossOver Healthcare Ministry as a beneficiary:
- Contact your retirement plan administrator, bank or financial institution for a change-of-beneficiary form. Or, to expedite the change, you may go directly to your custodian’s website to make the change and add CrossOver Healthcare Ministry as a beneficiary.
- Decide what percentage (1 to 100) you would like us to receive and name us, along with the percentage you chose, on the beneficiary form.
- Return the completed form to your plan administrator, bank or financial institution.
Please notify the Development office know that you have named CrossOver as a beneficiary. Other information your plan administrator, bank, or financial institution may require:
Legal Name: CROSS-OVER MINISTRY INC
Legal Address: 108 COWARDIN AVE, RICHMOND, VA 23224-2020
Federal Tax ID Number: 54-1371067
Mailing Address: 8600 QUIOCCASIN RD, STE 101, RICHMOND, VA 23229-5514
For more information or questions about planned giving, contact Megan Mann, director of resource development and communication, at email@example.com or 804-655-2794, ext. 215.