Leave a Lasting Legacy
Since 1972, PBS SoCal has utilized public television to enrich and change the lives of our families, friends and neighbors in Southern California. This important work has been made possible throughout the years because of loyal members and supporters like you. By establishing a planned gift, your support continues to make Southern California a better place to live, learn and grow.
To name PBS SoCal as a beneficiary in your will or trust, you will need to include a provision that clearly expresses your charitable intentions. To make the process easier, we are pleased to share some suggested language for you and your advisor to consider.
Naming PBS SoCal as a beneficiary of your financial accounts, retirement assets or life insurance is an effective and efficient way to support the future of public television in our community. Making a gift through a beneficiary designation is a simple and convenient three-step process.
- Contact your financial institution, retirement plan administrator or life insurance company and request a beneficiary designation form.
- Complete the form to designate PBS SoCal as a primary or contingent beneficiary of your assets. The tax-identification number for PBS SoCal is 95-3220724.
- Return the form to your financial institution, retirement plan administrator or life insurance company and then contact PBS SoCal to share the wonderful news!
A beneficiary designation can also help avoid the expenses and possible delays that can be experienced with the probate process.
Request a Free Estate Planning Organizer
Whatever your stage in life, it is a good idea to think about and plan for how your affairs will be handled. A few simple steps today can give you peace of mind tomorrow by ensuring that you and your loved ones are well protected. Click here to request your free estate planning organizer. You can use this hands-on tool to organize your financial assets and think through your personal goals. Please consider bringing this booklet when you next visit your attorney or other personal advisor.