Bank and Investment Accounts
You have the option to leave instructions with your bank or investment institution naming a beneficiary to receive the contents of any account upon your passing. These are sometimes known as "payable on death" or "transfer on death" accounts.
All you have to do is complete a form provided by your financial institution. You do not have to change your will or work with an attorney or an accountant. There are no fees to arrange such a gift. You retain complete control over the funds or assets in the account while you are living, and these gifts are completely revocable.
The information that should be included about SHARE is as follows:
165 West 46th Street, Suite 712
New York, NY 10036
Federal Tax ID # 13-3131914
If you do make SHARE a beneficiary, please let us know so we can thank you. Just contact Leah Cooper, Development Director at [email protected] or 212-937-5584.
We encourage you to consult with your legal and financial advisors when considering a planned gift.