Naming a loved one or a favorite nonprofit as a beneficiary of a life insurance policy or retirement plan assets is a heartfelt way to make a lasting impact. Go one step further and notify those beneficiaries, like Texas Parks and Wildlife Foundation (TPWF), of the choices you’ve made.
Many people and charities aren’t aware that they have been named to receive a gift. Informing them helps preserve your intentions and ensures that your beneficiaries are able to follow your wishes.
Protect the people and causes you love by following these simple steps:
- Review your beneficiary designations periodically, as circumstances may change.
- Alert your beneficiaries that you have a life insurance policy or have named them as a beneficiary of a retirement plan.
- Share the location and details of the policy or plan with them.
As you update your beneficiary designations, consider making a gift of a life insurance policy or retirement plan to Texas Parks and Wildlife Foundation so that we can continue conserving Texas’ wildlife, habitat and natural resources for future generations to enjoy. Then notify us of your decision so that we can carry out your wishes as intended and thank you for your gift.
We Want to Hear From You
If you have already named TPWF as beneficiary of a life insurance policy or retirement plan assets, please let us know by contacting Phil Lamb at 214-720-1478 or plamb@tpwf.org. It would be our honor to thank you and welcome you into the John Graves Legacy Society.
