Beneficiary Designation

Planning a Future Gift by Beneficiary Designation

Creating your legacy is expressing your values in a way that will help generations to come. If the future you envision includes everyone in your community having an opportunity to age well, you may wish to name Cooperative Elder Services, Inc. a beneficiary of one or more of the below assets to support our mission.

CESI may be named a beneficiary of:

• Bank or brokerage accounts
• Commercial annuities
• Donor advised funds (DAFs)
• Individual Retirement Accounts (IRAs) and other retirement plans such as 401(k)s, 403(b)s, etc.
• Life insurance policies
• Payable on death (POD) and transfer on death (TOD) assets

If you would like to include us as a primary or contingent beneficiary of an asset that transfers according to designated instructions outside of your will or trust, the general steps are as follows:

1. Contact your asset’s custodian to obtain the relevant form and any instructions specific to their process.
2. On the form, list our legal name, address, and federal tax ID number, as well as the percentage you would like to give.
   • Legal Name:  Cooperative Elder Services, Inc.
     Address: 2352 Main Street, Suite 108 Concord, MA 01742 
   • Fed. Tax ID:  04-2680168
3. Ensure the form is completed and returned to the custodian in accordance with their requirements.

If you wish to learn more, please contact Chief of Philanthropic Investment, Tony Dellovo at t.dellovo@elderdayservices.org. 

CESI is pleased to provide charitable gift information, but does not provide official financial, legal, or tax advice. 

We encourage you to consult your advisors for applicability to your own situation.