Foundation Offices:

Forward this article to a friend   Print version   Increase font size  Decrease font size 

Beneficiary Designations: Getting Started

Learn More
Naming the individuals and charities that will receive your assets once you are gone can be a simple process. Most assets can pass to your intended beneficiaries by the terms of your will. Other assets, such as retirement plans, life insurance and insurance annuities, however, are not controlled by the terms of your will. These assets instead require separate beneficiary forms.

The beneficiaries of these assets can be easily modified at any time to meet your changing needs:

  • IRAs and retirement plans
  • Life insurance policies
  • Insurance annuities
If you have questions about naming the University of Tennessee Foundation as beneficiary of any of these assets, please contact Woodrow "Woody" M. Henderson at (865) 974-2326 or plannedgiving@tennessee.edu. We are happy to help, without obligation and in confidence.






Copyright © The Stelter Company, All rights reserved.

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.