SAGE: Advocacy & Services for LGBT Elders
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Planned Giving, Taylor Society

Simple Gifts
Tax-Wise Gifts
Income Generating Gifts
Lifetime Gifts

Sample Beneficiary Language

One of the simplest ways to make a gift is through a beneficiary designation. It is as easy as completing a form, which is often even available online. Unlike wills or trusts, beneficiary designations usually don't require a trip to your lawyer!

The following information is usually all that is needed:

Legal Name: Services & Advocacy for GLBT Elders (SAGE)
Address: 305 Seventh Ave 15th Floor New York, NY 10001
Federal Tax ID Number: 13-2947657 (Enter this if asked for the beneficiary's Social Security Number or an Employer Identification Number.)

Beneficiary designations are used with a variety of different assets:

The material on these pages is for general information. SAGE does not render tax, accounting, financial, or legal advice. Please consult with your tax, financial, and legal advisors regarding your personal circumstances.

Ways to Give

Click here for Sample Beneficiary Language

Taylor Society

I’m here to help!

Jerry Chasen
Director, Legacy Planning
212-741-2247 x240

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