Life insurance and annuity beneficiary designations

Donors may name SGCF as a beneficiary or contingent beneficiary of a life insurance or annuity policy. By designating Sweet Grass Community Foundation as the beneficiary of all or part of your tax-deferred plan (using a beneficiary designation form provided by your custodian), the full value of the gift is transferred tax-free at your death and your estate receives an estate tax charitable deduction.