Planned Giving to SRF via Will/Estate Planning

or Beneficiary Designation

 

Will/Estate Planning

  1. Designate a specific dollar amount or percentage of your estate to SRF.

  2. Designate SRF as a residual beneficiary. Whatever is left over after your primary beneficiaries will go to SRF.

  3. Designate SRF as an alternative or contingent beneficiary in the event that your primary beneficiaries predecease you.

 

Beneficiary Designation

  • If you are not ready to commit to SRF in your will or estate, but prefer the increased flexibility that a beneficiary designation provides, then you can designate SRF as the beneficiary to your: 

    • IRAs and retirement plans 

    • Life insurance policies 

    • Donor advised funds 

    • Commercial annuities