| It's easy...Here are some steps that
take moments to accomplish:
1. Get a Change of
Beneficiary form for your IRA, TSA, 401k, Deferred Compensation plan, or
nonqualified account. Place RSVP of Dane County as the recipient of a
particular dollar amount, or percentage. Once filed with your investment
agency, your gift is assured. Call your investment representative, and
have the form mailed to you.
2. Obtain a Change of Beneficiary form
for life insurance. Again, name RSVP of Dane County as a beneficiary
receiving a specific percentage of the benefit.
3. Call your legal counselor, and
obtain a codicil to your will, or trust. Generally, for a small expense
you can have RSVP of Dane County named for a specific dollar amount or
percentage of your estate.
If you wish help in getting these goals
accomplished, call RSVP of Dane County at (608) 238-7787.
A gift like this takes only a minute to
create, and it lives on forever with RSVP.
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