Think about how many places you have money saved. They may include:

  • Checking accounts
  • Insurance policies
  • Retirement plans
  • Now ask yourself: When I set up these accounts, did I remember to add a beneficiary? If so, did I tell that person?

    Naming a loved one as a beneficiary of a life insurance policy or retirement plan assets is a heartfelt way to protect them in the future. You can also name a favorite nonprofit as a beneficiary.

    Unfortunately, many people and nonprofits aren’t aware that they have been named to receive a gift. Informing them helps preserve your intentions and avoid hassle and confusion.

    Protect the people and causes you love by following this simple step: 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 the New Jersey City University Foundation so that we can continue our important work. We would be honored if you would notify us of your decision so that we can carry out your wishes and thank you.

    We Want to Hear From You

    If you have already named the New Jersey City University Foundation as beneficiary of a life insurance policy or retirement plan assets, please contact Kwi Brennan at kbrennan@njcu.edu or 201-200-3489 today. If you are still creating your estate plan, we would be happy to answer any questions you may have about making this type of gift.

    Personal Estate Planning Kit Request Form

    Please provide the following information to view the materials for planning your estate.

    First name is required
    Last Name is required
    Please include an '@' in the email address