Retirement Plans
Ask your plan custodian for a TOD form, sometimes called a beneficiary designation form.
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How You Can Help
Planned Giving
Designate and Donate—Introduction
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You can support our mission in several simple, savvy ways.
Think about using assets that can be transferred to The White House Historical Association without legal expense. You may have bank investments, retirement, insurance, stock, or mutual-fund accounts that you can use to accomplish your charitable goals.
All of these assets can be transferred by completing a POD (Payable on Death) or TOD (Transfer on Death) form. Some companies also call these beneficiary designation forms. This completed form tells the account custodian what to do with the account after your passing.
You can name The White House Historical Association in your long-term plans today without a negative impact on cash flow or lifestyle. Keep it simple and savvy. Ask your bank for a POD form. Ask your retirement plan, investment account or insurance company for a TOD form. Designate and donate with any of these assets. It takes less than five minutes of your time. Benefits of Naming The White House Historical Association In Your Long-Term Plans
Stocks and Investments Fund Accounts
Ask your plan custodian for a TOD form, sometimes called a beneficiary designation form.
United States Savings Bonds
Gift savings bonds to your favorite charity, and save your heirs from excess taxation.
Life Insurance
Ask your plan custodian for a TOD form, sometimes called a beneficiary designation form.
Bank Accounts
Ask for a POD form, and have what's left in checking or savings transferred to charity.
Jointly-Held Accounts
You may have a loved one as a joint account owner. You can still designate and donate.
Contact Us
Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.
legacygiving@whha.org
(202) 218-4321
(202) 218-4321