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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.
It only takes three simple steps to make this type of gift. Here's how to name Penn State as a beneficiary:
- Contact the administrator of your retirement plan, insurance policy, bank account or donor advised fund for a change-of-beneficiary form or simply download a form from your provider's website.
- 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.
- Return the completed form to your plan administrator, insurance company, bank, or financial institution.
Learn more by viewing our Bequest and Charitable Designations fact sheet.
An Example From Penn State
As a biochemist who spent 25 years of her 40-year career working in research administration, Sarah Kalser ('51 AGR) knows the value of funding to a scientist. When she made her estate plans in the late 1980s, she decided that $100,000 from her retirement funds would ultimately support researchers in Penn State's College of Agricultural Sciences through the Sarah Chinn Kalser Faculty Research Assistance Endowment.