A beneficiary designation is one of the simplest ways to make a gift to the Seminar Network. It's literally as easy as filling out a form.
You can specify the individuals and charities you want to support and you can also specify the percentage of the assets you want each beneficiary to receive.
Beneficiary designations are available when giving the following assets:
An alternative to a bequest gift is to designate the Seminar Network as the beneficiary of your retirement assets. This gift is simple because you can control the transfer of these assets at your death without changing your will or living trust. All you need to do is request (and complete) a new beneficiary designation form from your plan administrator. There is no need to modify your will or living trust.
A gift of retirement assets has the added advantage of being among the most tax-wise ways to make an estate gift. This is because your retirement assets, if left to individuals, will be subject to income tax when they receive distributions and, in the case of a non-spouse, those distributions may be accelerated. With a gift to a non-profit such as the the Seminar Network, 100 percent of the funds are available for its charitable purposes. If you want to remember us in your estate plan, it is often better to leave other types of assets – cash, securities, real estate – to your heirs and give the more heavily taxed retirement asset to the the Seminar Network.
Life Insurance policies can also be used to make a gift to the the Seminar Network. Complete and return to the insurance company a form designating that the the Seminar Network receives all or a portion of the death benefit associated with your life insurance policy. As an alternative to naming the the Seminar Network as the beneficiary, you can transfer ownership of the policy. Transferring ownership results in an immediate income tax charitable deduction and potential income tax savings in the year of the gift.
Commercial Annuity Contracts — a commercial annuity will sometimes have a remaining value at the end of the annuitant’s lifetime. You can name the Seminar Network to receive all or part of this amount by designating it as a beneficiary (sole or partial) on the appropriate form from the insurance company.
Bank Accounts — you can instruct your bank to pay the Seminar Network all or a portion of what remains in a checking or savings account. Your bank can provide you with the appropriate beneficiary designation form.
Investment Accounts — you can instruct your investment company to transfer to the Seminar Network some or all investments held in the account at the time of your passing. Your broker or agent can let you know the process for doing this — it may be as simple as adding “T.O.D. to the Seminar Network” after your name on the account.
This information does not constitute legal or tax planning advice. Please consult with your legal or financial advisor.
Principal The Bachman Group
“The best gift I can leave my children is a country that has opportunity and promise. The Seminar Network is the biggest investment of my life. I hope my legacy will be one my kids can be proud of.”
“The uniting, fundamental belief of the Seminar Network is: We have a great country, and anyone in this country, no matter what their gifts or how disadvantaged, should have a pathway to make their life better.”
Founder and President CaptiveAire Systems
“This group is willing to do whatever it takes to preserve a free society and make life better for every single American.”
Former President ColorMatrix Corporation
“I had a wonderful experience building my business…I worry about the people out there today trying to do the same thing. Once people see what the Seminar Network does and the quality of people who attend the Seminar, it’s a slam dunk…There are people who watch things happen. We want to make things happen.”
Owner Dungannon, LLC
“When I found out about the Seminar, I realized this was what I’d been looking for. This was the missing piece. It’s not about political parties, or more Republicans than Democrats—it’s more about how the nation should be governed…Whatever role I can play in trying to help it work is what I want to do.”