Name Bayshore Center at Bivalve
as a Charity Beneficiary
Retirement Plans and Life Insurance Policies
Naming Bayshore Center at Bivalve (BCB) as a beneficiary on your retirement account or life insurance policy is a simple and powerful way to support the continuing work of our organization without changing your will or living trust. Beneficiary designation gifts pass directly to BCB without going through the probate process and go right to work to further the understanding of the human impact on the environment.
Many of our donors name BCB as a beneficiary of all or a specified percentage of their IRA, 401(k), 403(b), or other retirement plan.
Individuals who inherit retirement plan assets are usually required to pay income tax on them, so they’re often considered among the best assets to leave to charity.
Life insurance policies
If you have a life insurance policy that is no longer needed for your family, designating BCB as a beneficiary is a simple way to support our work.
To name BCB as a beneficiary on your retirement account or insurance policy:
Contact your retirement plan administrator, financial institution or insurance company for a change of beneficiary form.
Please list us as:
Legal Name: Bayshore Center at Bivalve
Address: 2800 High Street, Port Norris, NJ 08349
Federal Tax ID #: 22-3019683
Notify us of your beneficiary designation
Please let us know when you’ve made a beneficiary designation for BCB so that we can thank you and include you as a donor in our annual report.
To learn more, please contact Brian Keenan, Executive Director at 856-785-2060 or firstname.lastname@example.org.
Other ways to name BCB as a beneficiary
Bank and investment accounts & commercial annuities
You can leave a legacy by naming BCB as a Transfer-on-Death (TOD) or Payable-on-Death (POD) beneficiary on a bank or investment account, or a commercial annuity. Check with your financial institution to see if this option is available to you.
The planned giving material presented is not offered as legal or tax advice.
The Bayshore Center at Bivalve provides support for a full range of charitable gift planning options. The Bayshore Center, its employees or representatives, do not offer legal or financial advice. We strongly urge prospective donors to consult with their estate planning attorney, financial advisor, accountant or other appropriate professional before making any material decisions based on information we provide through this website, printed materials, or other sources.
The purpose of this information is to provide general gift, estate, and financial planning information. Watch for tax law revisions. State laws govern wills, trusts, and charitable gifts made in a contractual agreement. Advice from legal counsel should be sought when considering these types of gifts.