A direct contribution of retirement assets or life insurance benefits to Family Service Agency can be part of an estate planning strategy which provides tax efficiency.
You can designate Family Service Agency as a beneficiary on your life insurance policy or on most types of retirement accounts, including IRAs and 401Ks.
Include the information below in your beneficiary designation documents.
Unrestricted Beneficiary Designation
(for life insurance policies and retirement accounts)
- Beneficiary Name: Family Service Agency of the Central Coast
- Address: 104 Walnut Ave, Suite 208, Santa Cruz, CA 95060
- EIN / Tax ID number: 94-1716354
Endowment Beneficiary Designation
(for life insurance policies and retirement accounts)
- Beneficiary Name: Family Service Agency of the Central Coast Endowment Fund
- Address: 104 Walnut Ave, Suite 208, Santa Cruz, CA 95060
- EIN / Tax ID number: 94-1716354
