Skip to main content

Gifts by Beneficiary Designation

Adding and changing beneficiaries are a fast and simple way to incorporate NCBF into your estate plan.

You can put your accounts to use helping drive the NCBF mission with no cost to you now by designating NCBF as a beneficiary of your assets. By naming NCBF as a beneficiary, you influence your personal legacy furthering access to justice for generations to come. Types of beneficiary designations include:

  • Life Insurance – A request for a beneficiary designation form from your plan administrator allows you to name NCBF as a beneficiary of all or a portion of your life insurance policy. Alternatively, you may designate NCBF as owner and beneficiary of an existing policy.
  • Accounts – Add NCBF as a beneficiary on your retirement, checking, savings, brokerage or CD accounts. Transfer-on-Death (TOD) or Payable-on-Death (POD) account avoid probate.
  • DAF Residuals – Name NCBF to receive any amount that remains after your lifetime or name NCBF as a successor of your DAF account.

Potential benefits of gifts by beneficiary designation

Naming NCBF as a beneficiary is a simple and efficient way to include the Foundation in your estate. Assets pass quickly and directly to continue your support after your lifetime.

How to Change a Beneficiary Designation

  1. Login to your account or request a Change of Beneficiary Form from your custodian (the business holding your money or assets).
  2. Follow the links to change your beneficiary or fill out the form.
  3. Be sure to spell the name of our organization properly: North Carolina Bar Foundation
  4. Include our tax identification number: 56-0767805
  5. Save or submit your information online or return your Change of Beneficiary Form

Please contact us for more information about the Platt D. Walker Society, estate planning and ways that you can support the NCBF through legacy gifts.

Back to Leave a Legacy.