A beneficiary designation is one of the simplest ways to make a gift to PCB. 

Retirement Assets

An alternative to a bequest gift made through your will, is to designate PCB as a beneficiary of your retirement assets. This gift is simple because you can control the transfer of these assets at your death without changing your will or living trust. All you need to do is request (and complete) a new beneficiary designation form from your retirement plan administrator.

A gift of retirement assets has the added advantage of being among the better tax-wise ways to make an estate gift. This is because your retirement assets, if left to individuals, will be subject to income tax when they receive distributions. With a gift to PCB, all of the funds are available for our charitable purposes.

Life Insurance Policies

Life insurance policies can also be used to make a gift to PCB. You can complete and return a designation form to your insurance company which designates that PCB will receive whatever percentage of the death benefit you choose.

Tax advantages should never be assumed. Please consult with your tax adviser and your estate adviser.

For more information or to meet with us, please contact the church (847-381-0975)  or send a confidential email to accounting@pcbarrington.org.