First Unitarian Church of Providence
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certificate of deposit

These assets also allow for the naming of a beneficiary. Someone intending to leave a Certificate of Deposit or other type of account to the church need only communicate with the bank or brokerage representatives to arrange for placement of the church as the beneficiary. Under such an arrangement, at your passing, the bank or other financial institution will pay the named beneficiary whatever percentage of the account as designated on their records. As with all options described so far, these types of benefits are payable at your death without the involvement of the Probate Court.

Get started: Contact your bank, credit union or other financial institution, and it should be quite easy to list the church as a beneficiary. Then, sign the form and file it with the bank, credit union or other financial institution.

Disclaimer: The information provided here is intended to help you think about and evaluate your estate planning options when it comes to charitable giving. You should seek professional advice from an attorney or estate planner of your own choosing in preparing your actual estate plan. Material provided by Paul Brule, Esq. Walsh, Brule & Nault

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