Beneficiary Designations

You can support the mission of the Pasco Education Foundation by naming the foundation as a beneficiary on your:

• Life insurance policy
• Deferred annuity
• IRA
• Qualified retirement plan (401-k or 403-b plan)
• Bank Account  (called Payable on Death account)
• Investment Account  (called Transfer on Death account)

You may leave any percentage, or even all, of your death benefit as a charitable gift to fund our scholarships for the families we serve.

Arrange a Gift at Any Percentage

You may designate any amount you choose, from 1% to 100%.  You may wish to leave the full death benefit for the Pasco Education Foundation.  If family protection is still important for you, you may want to leave a smaller percentage (5% -10%) as your gift.  Either way, you are making an important contribution to the work of the Pasco Education Foundation.

Simple to Arrange

These gifts are very easy to arrange.  Simply obtain a beneficiary designation form from your insurance company or your agent.  If you are using a group life insurance policy, ask for this form at your benefits office.  After you have completed your Beneficiary Designation Form, return it to the company.

These Gifts Bypass Probate

Gifts by beneficiary designation also avoid probate.  Your gift will pass immediately to the Pasco Education Foundation after your death, usually within a few weeks.  Once you make your arrangements, please let us know.  If possible, please send us a copy of your new beneficiary designation form, so we can thank you properly and include you in the Legacy Society.

Questions?  Please contact Allison Broihier at (813) 794-2705 or email abroihier@pascoeducationfoundation.org