Sample Beneficiary Designation

To designate Bethesda as a beneficiary of a qualified retirement plan or other financial account, please use the following information:

Useful Legal Information

Legal name: Bethesda Lutheran Communities Inc.
Address: 600 Hoffmann Drive, Watertown, WI 53094
Phone:
(800) 369.4636
Federal Tax ID number: 39-0806446

t

For More Information

Before deciding about your estate plan, consult an estate planning attorney. To learn more about how your gift will be put to use, contact Lorene King, Vice President of Philanthropy, at (800) 369-4636 or DevelopmentDepartment@BethesdaLC.org.

Your Giving Toolkit

Gifts from Donor-Advised Funds

Sample Language for Your Will or Trust

Sample Beneficiary Designation

Sample Codicil

For Trustees and Advisors

I'm here to help

Lorene King

Lorene King

Vice President of Philanthropy