Transferable on Death (TOD) Gifts
Harold and Jeanne married after meeting at an event FFLA held for our donors. They wanted to leave a legacy gift that would support our mission and ensure that we remain financially strong well into the future.Jeanne: We talked to our investment advisor about planning goals and explained that we wanted to support FFLA. Our advisor suggested a simple solution naming FFLA as a beneficiary of one of our mutual funds.
Harold: I like knowing that if I pass away, Jeanne will have enough to meet her needs. We both like knowing that FFLA will receive the mutual fund after both of us pass away. We couldn't be happier with our giving strategy.
Is a transferable on death (TOD) gift right for you?
If you own stocks, bonds or mutual funds and would like to make a gift to leave a legacy and support FFLA, consider a transfer on death gifting strategy. If you have questions about transfer on death giving strategies, please contact us. We would be happy to assist you and answer any questions that you have.
*Please note: The names and situations provided are not necessarily representative of actual donor experiences but are intended to provide an example of a giving opportunity available to donors. Because the benefits may be different, you may want to click here to view an example of your benefits.