You Have Questions, We Have Answers

What You Need to Know About Gift Planning

As more people start to plan for the future, many have questions about making an impact at ideastream. We’ve put together a short list of frequently asked questions that you may find helpful as you craft your estate plan and consider giving back.

Q. I’m not able to make a gift at this time, but is there something I can do in the future?
A. Absolutely. There are a variety of different ways to include a gift to ideastream in your estate plan, many of which don’t require you to part with assets today. Contact Ella Fong to explore your giving options.

Q. How do I designate ideastream as a beneficiary of my retirement plan assets?
A. Simply contact your plan administrator for a change-of-beneficiary form. Name us as beneficiary, then sign, date and return the form to your provider. Even easier yet—log onto their website and update your designations online.

Q. Can someone at ideastream tell me more about my options and future benefits?
A. Absolutely. We are happy to walk you through the process and work with your planning team to help you find the best gift option.

Create Your Legacy at ideastream

There are many ways you can make an impact at ideastream through a future gift. Contact Ella Fong at ella.fong@ideastream.org or 216-916-6154 to learn more.

Personal Estate Planning Kit Request Form

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