Beneficiary Designation

A beneficiary designation gift is a simple and affordable way to make a gift to support Planned Parenthood of the Pacific Southwest. You can designate us as a beneficiary of a retirement, investment or bank account, or life insurance policy.

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.

Benefits of a beneficiary designation gift

Support the causes that you care about
Continue to use your account as long as you need to
Simplify your planning and avoid expensive legal fees
Reduce the burden of taxes on your family
Receive an estate tax charitable deduction

How a beneficiary designation gift works

Request a change-of-beneficiary form from your account administrator or download a form from your provider's website.
When you pass away, your account or insurance policy will be paid or transferred to Planned Parenthood of the Pacific Southwest.

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

Important considerations for your future

If you are interested in making a gift but are concerned about your future needs, keep in mind that beneficiary designation gifts are among the most flexible of all charitable gifts. After you complete the beneficiary designation form, you can take distributions or withdrawals from your retirement, investment or bank account and continue to use your account.

Flexibility—You can name Planned Parenthood of the Pacific Southwest as a "full" or "partial" beneficiary of your account or life insurance policy. You can also name Planned Parenthood of the Pacific Southwest as a "primary" or "contingent" beneficiary.
Family Considerations—Beneficiary designation gifts allow you to provide for family and support the causes that matter most to you. With a designation form you could, for example, name your spouse as the "primary" beneficiary and each of your children and Planned Parenthood of the Pacific Southwest as "partial contingent" beneficiaries.
Terminology—Common terminology includes "beneficiary designation" but also includes "payable on death" or "transfer on death." The term "beneficiary designation" is most commonly used when naming beneficiaries of retirement plans or life insurance policies. The term payable on death (or POD) typically involves the designation of a beneficiary of a checking account, savings account or certificates of deposit, and transfer on death (or TOD) often involves the designation of a beneficiary for stocks, bonds or mutual funds.