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  2. Designating Beneficiaries | Cambridge in America

    https://cantab.myplannedgift.org/beneficiary-designations
    Thumbnail for Designating Beneficiaries | Cambridge in America Start by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider's website. ... Federal tax ID number: 52-6071299. Download our FREE guide Beneficiary Designations: Easy Ways to Leave Your Legacy.
  3. Donor Advised Funds | Cambridge in America

    https://cantab.myplannedgift.org/donor-advised-funds
    Thumbnail for Donor Advised Funds | Cambridge in America This comprehensive estate planning kit helps you protect your family and establish your legacy. ... Already included us in your estate plan? Federal tax ID number: 52-6071299.
  4. Scholarships | Cambridge in America

    https://cantab.myplannedgift.org/scholarships
    Thumbnail for Scholarships | Cambridge in America Federal Tax ID Number: 52-6071299. Download your FREE guide Change a Student’s Life. ... Already included us in your estate plan? Federal tax ID number: 52-6071299.
  5. Personal Estate Planning Kit | Cambridge in America

    https://cantab.myplannedgift.org/personal-estate-planning-kit
    Thumbnail for Personal Estate Planning Kit | Cambridge in America Leave this field blank. Download My Kit. Submitted. Select your free resources. ... Already included us in your estate plan? Federal tax ID number: 52-6071299.
  6. Giving Through Your Will | Cambridge in America

    https://cantab.myplannedgift.org/wills-and-living-trusts
    Thumbnail for Giving Through Your Will | Cambridge in America View and download your FREE copy of A Guide to Making Your Will. ... Already included us in your estate plan? Federal tax ID number: 52-6071299.
  7. Life Insurance | Cambridge in America

    https://cantab.myplannedgift.org/life-insurance
    Thumbnail for Life Insurance | Cambridge in America Already included us in your estate plan? Federal tax ID number: 52-6071299. ... A beneficiary designation clearly identifies how specific assets will be distributed after your death.
  8. Charitable Lead Trusts | Cambridge in America

    https://cantab.myplannedgift.org/charitable-lead-trusts
    Thumbnail for Charitable Lead Trusts | Cambridge in America This comprehensive estate planning kit helps you protect your family and establish your legacy. ... Already included us in your estate plan? Federal tax ID number: 52-6071299.
  9. Outright Gift of Appreciated Securities | Cambridge in America

    https://cantab.myplannedgift.org/appreciated-securities
    Thumbnail for Outright Gift of Appreciated Securities | Cambridge in America lifetime. Additional ways to fund your gift:. State laws govern transfer on death accounts. ... Already included us in your estate plan? Federal tax ID number: 52-6071299.
  10. Gift of Commercial Annuities | Cambridge in America

    https://cantab.myplannedgift.org/commercial-annuities
    Thumbnail for Gift of Commercial Annuities | Cambridge in America Already included us in your estate plan? Federal tax ID number: 52-6071299. ... A beneficiary designation clearly identifies how specific assets will be distributed after your death.
  11. Gifts of Closely Held Stock | Cambridge in America

    https://cantab.myplannedgift.org/closely-held-stock
    Thumbnail for Gifts of Closely Held Stock | Cambridge in America Already included us in your estate plan? Federal tax ID number: 52-6071299. ... A beneficiary designation clearly identifies how specific assets will be distributed after your death.
  12. Charitable Remainder Trusts | Cambridge in America

    https://cantab.myplannedgift.org/charitable-remainder-trusts
    Thumbnail for Charitable Remainder Trusts | Cambridge in America If the value decreases, however, so will your payments. Watch to Learn More. ... Already included us in your estate plan? Federal tax ID number: 52-6071299.
  13. Real Estate Gifts | Cambridge in America

    https://cantab.myplannedgift.org/real-estate
    Thumbnail for Real Estate Gifts | Cambridge in America Your estate planning attorney, who will draft your trust, can give you more details. ... Already included us in your estate plan? Federal tax ID number: 52-6071299.
  14. Retirement Plan Assets | Cambridge in America

    https://cantab.myplannedgift.org/retirement-plan-assets
    Thumbnail for Retirement Plan Assets | Cambridge in America This requires you to update your beneficiary designation form through your plan administrator. ... Download our FREE guide Make the Most of Your Retirement Plan Assets: Avoid Taxation and Support Our Work.
  15. Gift of Tangible Personal Property | Cambridge in America

    https://cantab.myplannedgift.org/tangible-personal-property
    Thumbnail for Gift of Tangible Personal Property | Cambridge in America Already included us in your estate plan? Federal tax ID number: 52-6071299. ... A beneficiary designation clearly identifies how specific assets will be distributed after your death.
  16. Give From Your IRA | Cambridge in America

    https://cantab.myplannedgift.org/give-from-your-ira
    Thumbnail for Give From Your IRA | Cambridge in America lifetime. It’s simple, just requiring that you contact your IRA administrator for a change-of-beneficiary form or download a form from your provider’s website. ... Already included us in your estate plan? Federal tax ID number: 52-6071299.
  17. Bank or Brokerage Accounts | Cambridge in America

    https://cantab.myplannedgift.org/bank-or-brokerage-accounts
    Thumbnail for Bank or Brokerage Accounts | Cambridge in America The beneficiary you name has no rights to the funds until after your lifetime. ... Already included us in your estate plan? Federal tax ID number: 52-6071299.

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