Transferable on Death (TOD) Gifts
Jeanne: We talked to our investment advisor about planning goals and explained that we wanted to support the Mt. SAC Foundation. Our advisor suggested a simple solution naming the Mt. SAC Foundation as a beneficiary of one of our mutual funds.
Harold: I like knowing that if I pass away, Jeanne will have enough to meet her needs. We both like knowing that the Mt. SAC Foundation will receive the mutual fund after both of us pass away. We couldn't be happier with our giving strategy.
Is a transferable on death (TOD) gift right for you?
If you own stocks, bonds or mutual funds and would like to make a gift to leave a legacy and support the Mt. SAC Foundation, consider a transfer on death gifting strategy. If you have questions about transfer on death giving strategies, please contact us. We would be happy to assist you and answer any questions that you have.
*Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since the benefits of a TOD gift may differ depending on your personal circumstances, please consult with your legal, tax or financial advisor.