Beneficiary Designations (IRA, DAF, Insurance)

A Simple Way to Give—No Attorney Required

One of the easiest and most flexible ways to make a lasting gift. You can name Wellness House as a beneficiary of your retirement account, life insurance policy, donor-advised fund, or bank account. These gifts are easy to set up and can often be done entirely online.

Benefits:

Avoid probate
Simple to update
Flexible and revocable

How to do it:

Request a beneficiary form from your account provider
List Wellness House (Tax ID: 36-3636933) as a primary or contingent beneficiary