Make your dreams last longer than your life.
Gifts can be established through your current will or trust. B the Difference can be listed as the beneficiary on life insurance, annuities or retirement account such as 401(k)’s or IRA’s. B The Difference can receive these gifts tax free.
By including B the Difference in your estate plans, you can benefit from your assets during your lifetime and still make a lasting impact on this foundation. Plan your gift by naming B the Difference as a beneficiary of bequests, charitable trusts, life insurance policies, charitable gift annuities and retained life estates.
If you would like more information on these types of planned gifts and receive a confidential illustration specific to your own financial situation please contact our representative, Rick Oglesbee, at Merrill Lynch/Bank of America at 800-276-8412.