1. Legacy Giving
  2. Beneficiary Designations

Beneficiary Designations

Make a Gift in a Few Easy Steps

Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using: 

  • IRAs and retirement plans
  • Life insurance policies
  • Donor advised funds
  • Commercial annuities

It is very simple to name a MultiCare program or foundation as a beneficiary. Start by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider's website. Make your desired changes and return the form to establish your gift.

Free Estate Planning Tool

Join fellow a MultiCare program or foundation supporters on Giving Docs, a safe, secure and free-for-life suite of estate plan essentials.

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See How It Works

Learn More

Download our FREE guide Beneficiary Designations: Easy Ways to Leave Your Legacy.

An Example of How It Works

Couples smiling Robert and Carol treasure the financial help they've been able to give their children and a MultiCare program or foundation over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left a MultiCare program or foundation a $75,000 IRA to be transferred following their lifetime. Because a MultiCare program or foundation is tax-exempt, all $75,000 will help support our mission.

If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes — leaving only $57,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.

*Based on an assumption of a 24% marginal income tax bracket.

Free resources to help you plan

This comprehensive estate planning kit will help you protect loved ones, organize everything in one place and save on taxes.

Download My Kit

The MultiCare Foundations are proud to provide free and confidential estate planning services through Thompson & Associates for friends like you.

Estate planning services

The MultiCare Foundations have also partnered with FreeWill to offer you a secure, online estate planning tool that can help you write your legal will — entirely free of cost.

Write my will

Free resources to help you plan

The MultiCare Foundations are proud to provide free and confidential estate planning services through Thompson & Associates for friends like you. Learn more

The MultiCare Foundations have also partnered with FreeWill to offer you a secure, online estate planning tool that can help you write your legal will — entirely free of cost. Learn more

Next Steps

  1. Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary. (Need an advisor? Look here for advisors familiar with MultiCare foundations and services.)
  2. Contact our gift planning team at 253-403-1264 or plannedgiving@multicare.org for additional information on beneficiary designations and how they can help support better care in your community well into the future.
  3. If you name a MultiCare program or foundation in your plans, please use our legal name and federal tax ID number.
  4. If you have already named a MultiCare program or foundation in your plans, please let us know so that we can carry out your wishes as intended and thank you for your gift.