Is It Time to Update Your Beneficiary Forms?

Take this short quiz to determine if it’s time to create or update your beneficiary forms.

  • It has been three or more years since you last reviewed your forms.
  • You recently retired or changed jobs.
  • Your marital status has changed.
  • Your health status has changed.
  • You welcomed a new child or grandchild.
  • You would like to leave a gift to charity through a beneficiary designation.
Checking just one means it’s time to create or update your forms.

  • It costs you nothing now. You retain full control of your assets for as long as you need them.
  • There is no need to go to the trouble or expense of creating or updating a will — you simply fill out a form.
  • You are not locked in to a decision you make today — you can change your beneficiaries at any time.
  • You can designate your gift for the City of Hope program of your choice.
  • There is no minimum donation.
  • You can make City of Hope a contingent beneficiary, which puts us next in line to receive the funds, after family.
  • You can designate City of Hope to receive a percentage of the account value, leaving the remainder to your heirs.

  • Bank, Certificates of Deposit and Brokerage Accounts: Ask your bank for this easy-to-complete form.
  • Life Insurance Policies: The owner of a life insurance policy has a great deal of flexibility in naming beneficiaries and can generally name anyone he or she chooses.
  • Donor Advised Funds: The final distribution of contributions remaining in a Donor Advised Fund is governed by the forms you completed when you created your fund. These funds may be left to charity (or your heirs can continue to make periodic distributions to City of Hope and other charities from your account, if they are named as successor advisors).
  • Retirement Accounts: With an IRA, you can name any beneficiaries you want, including friends, family members, a trust or a charity. For a 401K or other workplace plan, you will need written permission from your spouse to leave it to anyone other than your spouse.


    • Request our complimentary resources through the form on this page to help you create or update your beneficiary designations.

    Join with Sarah and Sam

     
    Like many other members of the City of Hope family, Sarah and Sam Richardson found how easy it is to take a small step that can help City of Hope patients and their families for years to come. “We were taught that you give what you can and we want to send that same message to our children. That’s why we’ve left a gift of life insurance to City of Hope. It’s an easy way to provide for our daughters and leave a legacy that gives hope to future families.”

    – Legacy of Hope Society members Sarah and Sam Richardson with their daughters Grace, Vivian and Samantha

    Join with Sarah and Sam

    Like many other members of the City of Hope family, Sarah and Sam Richardson found how easy it is to take a small step that can help City of Hope patients and their families for years to come. “We were taught that you give what you can and we want to send that same message to our children. That’s why we’ve left a gift of life insurance to City of Hope. It’s an easy way to provide for our daughters and leave a legacy that gives hope to future families.”
    • Legacy of Hope Society members Sarah and Sam Richardson with their daughters Grace, Vivian and Samantha
     

    Save Lives for Generations to Come

     
    To save life for generations to come, here’s how to designate us as a beneficiary. City of Hope 1500 East Duarte Road Duarte, CA 91010 Tax ID 95-3435919
     

    Sample Beneficiary Designation Form

     

    Important: Some financial services companies are not obligated to inform City of Hope of your gift after your lifetime. Please let us know if you have named City of Hope as a beneficiary so we can ensure your wishes are carried out.

    Note: Your privacy is important to us. We use this data to make sure we send you only the complimentary information you request. This helps us make more efficient use of your donation dollars and lessens our impact on the environment.