Beneficiary Designations

You can designate ALNC as a beneficiary of a retirement, investment, bank account, or your life insurance policy.

HAVE QUESTIONS?

Beneficiary designations are easy to set up

To designate ALNC as a beneficiary, contact the person who generally helps you with your account.

Ask for a new beneficiary designation form.
Complete form, sign it and mail back to the person who helps with your account.
When you pass way, your account or insurance policy will be paid or transferred to ALNC according to how you designated.

Should you have questions about making one of these gifts please contact:
‍‍Pam Whitaker: pam@alnc.org
Marcia Carucci: marcia@alnc.org

What's Next?

Contact Marcia Carucci at marcia@alnc.org for additional information on legacy giving.
Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary.
If you name Assistance League of North Coast in your plans, please use our legal name and federal tax ID.

Legal Name: Assistance League ® of North Coast
Address: 1816 Oceanside Blvd Suite F Oceanside, Ca 92054
Federal Tax ID Number: 33-0530220

Planned Giving is a great way to support ALNC. Schedule a call with us and get started today!

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Still have questions
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Contacts for
Legacy Giving:

Marcia Carucci
marcia@alnc.org

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.

Assistance League North Coast

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Beneficiary Designations