Mother with her children

Beneficiary Designations

Make a Gift in 3 Easy Steps

Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using: 

  • IRAs and retirement plans
  • Life insurance policies
  • Commercial annuities

It only takes three simple steps to make this type of gift. Here's how to name Project HOPE as a beneficiary and help us continue our lifesaving work each and every day:

  1. Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.
  2. Decide what percentage (1 to 100) you would like us to receive and name us, along with the percentage you chose, on the beneficiary form.
  3. Return the completed form to your plan administrator, insurance company, bank or financial institution.

Gifts That Pay

Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.

Learn More

Download our FREE guide Beneficiary Designations: The 3 Easiest Ways to Leave Your Legacy.

View My Guide

An Example of How It Works

Couples smiling

Robert and Carol treasure the financial help they've been able to give their children and Project HOPE over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left Project HOPE a $75,000 IRA to be transferred following their lifetime. Because Project HOPE is tax-exempt, all $75,000 will help support Project HOPE's humanitarian efforts.

If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.

*Based on an assumption of a 24 percent marginal income tax bracket.

Next Steps

  1. Contact The Office of Planned Giving at (800) 544-4673, Ext. 960 or giftplanning@projecthope.org for additional information on beneficiary designations and how they can help support Project HOPE with our mission.
  2. Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary.
  3. If you name Project HOPE in your plans, please use our legal name and federal tax ID.

Legal Name: The People-to-People Health Foundation, Inc.
Address: 255 Carter Hall Lane, P.O. Box 250, Millwood, VA 22646
Federal Tax ID Number: 53-0242962