Beneficiary Designation

A beneficiary designation gift is an easy, flexible way to support Planned Parenthood of the Pacific Southwest. You can name us as a beneficiary of your retirement account, investment or bank account, or life insurance policy while continuing to use your assets during your lifetime.

Make a Future Gift of Retirement Assets

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Notify us of your beneficiary designation gift
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Thank you for considering a beneficiary designation gift to us. The website link will take you to your retirement plan custodian's website, where you may be able to log in and include Planned Parenthood of the Pacific Southwest as a designated beneficiary. Another option is to use the phone number to call your retirement plan custodian. They will assist you in updating your beneficiary designation. If you would like to notify us of your generous beneficiary designation, please complete the Notify us of your Beneficiary Designation section.

How a beneficiary designation gift works

1. Request or download a form
   Contact your account administrator or visit your provider's website to obtain a change-of-beneficiary form.
2. Name your beneficiary
   Designate Planned Parenthood of the Pacific Southwest as a beneficiary of your account or policy.
   
   Legal name: Planned Parenthood of the Pacific Southwest
   Address: Holliday Family Administration Center |1075 Camino del Rio South | San Diego, CA 92108
   Federal tax ID number: 95-6111785
3. Leave a lasting impact
   After your lifetime, the remaining balance of your account or insurance policy will be transferred to Planned Parenthood of the Pacific Southwest, helping support essential sexual and reproductive care for future generations.

Important Considerations

Making a gift through a beneficiary designation is simple and flexible. You can support Planned Parenthood of the Pacific Southwest while maintaining control of your assets during your lifetime.

Flexibility
Beneficiary designation gifts are among the most adaptable ways to give. Even after completing your designation form, you can continue to access your account as needed, including taking withdrawals or distributions from your retirement, investment, or bank accounts.

Customize Your Gift
You can name Planned Parenthood of the Pacific Southwest as a full or partial beneficiary of your account or life insurance policy. You may also choose to designate us as a primary or contingent beneficiary, depending on your overall plans.

Family Considerations
This giving option allows you to balance your personal priorities, providing for loved ones while supporting causes you care about. For example, you might name your spouse or children as your primary beneficiaries and designate Planned Parenthood of the Pacific Southwest as a contingent beneficiary.

Understanding the Terminology
You may see different terms used depending on the type of account:

• Beneficiary designation is commonly used for retirement plans and life insurance policies.
• Payable on death (POD) applies to bank accounts such as checking, savings, or certificates of deposit.
• Transfer on death (TOD) is often used for investment accounts, including stocks, bonds, and mutual funds.

Beneficiary designation video

Contact Us

If you have any questions about making a beneficiary designation gift or if you have already included Planned Parenthood of the Pacific Southwest as a beneficiary of an asset or in your estate plan, please let us know!