Designate & Donate

savings bonds

How it works

Savings Bonds

  • Contact the plan custodian or account holder about a TOD (Transfer on Death) or beneficiary designation form.
  • Designate the Foundation to receive all or a portion of the assets held 

Designate and Donate - United States Savings Bonds: 

You can donate savings bonds to Pottstown Area Health & Wellness Foundation by designating us as a beneficiary of the bonds. By including a provision in your will, we can become the owner after your passing. By doing so, your estate will not owe income taxes when we cash them in. It's another great way to save on taxes and support our mission.

There are many types of savings bonds so be sure to speak with your financial advisor or contact us for more information.

The material presented on this Planned Giving website is not offered as legal or tax advice.
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Benefits

Naming the Foundation In Your Long-Term Plans

  • Avoid the potential double taxation your retirement savings would face if you designated these savings to your heirs.
  • Continue to take regular lifetime withdrawals.
  • Maintain flexibility to change designation if your family's needs change during your lifetime.