Name Mission Graduates as Your Beneficiary

Create a lasting legacy without changing your will or trust. By designating Mission Graduates as a beneficiary of your retirement plan, life insurance policy, or financial account, you can make a significant impact on future generations of students.

A Simple Way to Leave a Legacy

Beneficiary designations are one of the easiest ways to include charitable giving in your estate plans. This approach is:

  • Simple – Requires only a form from your account provider
  • Flexible – Can be changed at any time
  • Tax-efficient – May reduce estate taxes for your heirs
  • Impactful – Creates a lasting educational legacy

How to Designate Mission Graduates

  1. Request a beneficiary form from your retirement plan administrator, insurance company, or financial institution.
  2. Complete the form naming Mission Graduates as a beneficiary. You can designate us as the primary beneficiary for a percentage or specific amount, or as a contingent beneficiary to receive the balance if your primary beneficiary doesn’t survive you.
  3. Submit the form to your plan administrator or company.
  4. Let us know about your gift so we can properly recognize your generosity and ensure your wishes are understood.

Our Information for Your Forms

Organization Name: Mission Graduates
Tax ID Number:
23-7172909

Address:
Mission Graduates
3040 16th Street
San Francisco, CA 94103

Questions About Beneficiary Designations?

Our development team is happy to assist with any questions about beneficiary designations or to discuss other legacy-giving options.

Please consider this page an informational resource to help you meet your philanthropic goals. The information provided here is for illustrative purposes only and should not be considered investment, legal, accounting, tax, or other professional advice. Mission Graduates recommends that each person considering a planned gift consult with their own legal and/or financial adviser.