Retirement / Investment Acct

Give Retirement or Investment Account Assets:

This is easy, no attorney needed, and just takes a few minutes to do.

• Find your account’s Beneficiary Designation page or form, call your account manager if you can’t locate it on your own.

• Add Genesee Valley Conservancy, Inc. as a beneficiary of the account:

Genesee Valley Conservancy, Inc.
PO Box 73
One Main Street
Geneseo, NY 14454

Our EIN#: 23-3061147

Benefits of Giving Retirement or Investment Assets:

• The Conservancy will receive the full value of your gift, even if its coming from a pre-tax account like an IRA

• Your estate will benefit from an estate-tax charitable deduction for the gift, plus estate taxes and income taxes will be avoided for your heirs on these assets

• Avoid receiving the taxable income (if you direct Required Minimum Distributions to the Conservancy during your lifetime)

Required Minimum Distributions:

• Satisfy your Required Minimum Distribution withdraws by making a direct gift to Genesee Valley Conservancy.

• Contact your plan custodian to direct your withdraw to the Conservancy.

Benefits of Giving Required Minimum Distributions:

• Avoid receiving the taxable income