Naming Victory Junction as the beneficiary of certain assets can have a big impact while costing you and your family nothing. In addition to retirement funds and stocks, you can also name Camp as a beneficiary of life insurance policies, savings accounts, money markets, and checking accounts.
Benefits of Gifts of Stocks and Bonds
● There is no cost to you or your family
● You may reduce your estate’s taxes
● You make an impact for the kids at Victory Junction!
How To Do It
Contact your advisor or your financial institution to let them know you would like to update your beneficiaries. You will be given a simple form to complete and return. Remember, if you have experienced a change in your family (marriage, births, adoptions, divorce, death) you may need to update you beneficiary forms.
We’re Here to Help
If you would like more information about naming Victory Junction as a beneficiary, or if you have already named Camp, please contact Tonya Hayes at thayes@victoryjunction.org or 336.495.2041.
45 Club
When naming Victory Junction as a beneficiary, it’s helpful to let Camp know. Sharing your plans for the future allows Camp to better plan for ours. It also allows us an opportunity to thank you personally and to include you in Camp’s 45 Club – which honors those committed to Camp’s future.
Please Note:
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.
