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 the Archdiocese of Seattle, and/or your local Parish and/or Parish School 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.

See How It Works

An Example of How It Works

Couples smiling
As parents, you treasure the financial help you are able to give your children and the Archdiocese of Seattle over the years. You've also recently updated your will to leave stocks and real estate to your kids. You also left the Archdiocese of Seattle a $75,000 IRA to be transferred following your lifetime. Because the Archdiocese of Seattle is tax-exempt, all $75,000 will help support our mission. If you had left your IRA to your children, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for your family's use. As parents, you are happy knowing you are making the most of your hard-earned money thanks to your updated estate plan.

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

Fund Your Donation With:

Next Steps

Contact the administrator of your retirement plan, insurance policy, or bank account for a change-of-beneficiary form, or simply download a form from your provider's website.
Decide what percentage (1 to 100) you would like the Archdiocese of Seattle to receive and name us, along with the percentage you chose, on the beneficiary form. Return the completed form.
Contact Erin Oest-Larsen at 206-382-4563 or plannedgiving@seattlearch.org to let us know your goals for the gift so we can ensure it is used as you intend.
If interested in making a planned gift to your local Parish and/or Parish School, please contact them directly with any questions. Planned gifts intended to support a Parish or School should be coordinated with the Parish or School on-site contact. Please also don’t hesitate to contact plannedgiving@seattlearch.org with any questions.

Legal name: the Corporation of the Catholic Archbishop of Seattle
Address: 710 9th Avenue, Seattle, WA 98104
Federal tax ID number: 91-0778147

Learn More

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

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