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Future Gifts Through Your Retirement Plan, Life Insurance, or Other Financial Accounts

It’s easy to name Special Olympics as a partial or total beneficiary of your retirement accounts, life insurance plan, Donor-Advised Fund (DAF), and other financial accounts, including your bank and brokerage accounts. And it’s as simple as signing your name.
Two athletes giving one another a high 5.

Simple Steps to Make Your Gift

  1. Contact your retirement plan administrator, insurance company, bank, or financial institution for a change-of-beneficiary form. You may be able to request or download your form from your online account portal.
  2. Decide if you would like to name Special Olympics as a primary or secondary beneficiary, and the percentage you’d like us to receive. When you designate us as a secondary beneficiary, we receive the gift only if your primary beneficiary doesn’t survive you.
  3. Be sure to include our legal name: Special Olympics, Inc., and Tax ID Number: 52-0889518
  4. Please let us know. Most financial institutions will only notify us after your lifetime – and some send only a check that may or may not have your name to identify you as the donor. Please request that they share with us both your name and address. Sharing your wishes with us now helps ensure your gift will be distributed as you wish.

You will need our legal designation:

Legal name: Special Olympics, Inc.
Federal Tax ID Number: 52-0889518

You can include gifts to both Special Olympics, Inc. (headquarters) as well as your local chapter. For the listing of the legal designation for your local chapter.

Important: People who have a loved one with special needs should seek advice before creating or updating their estate plans, including beneficiary designations, to ensure that their loved one is provided for. If you have a family member with special needs, it’s critical to work with an experienced attorney to determine the best way to create your estate plan, ensure your loved one’s needs are met for their lifetime, and allocate your assets.

Special Olympics does so much good! It gives people with ID and the people around them an opportunity to be joyful, and I want more people to have that experience for years to come. I chose to include Special Olympics as a beneficiary of my IRA because I’ve supported it for many years. It remains one of my favorite charities and it has proven it will put my donation to good use.
Mary O’Toole, The Champion’s Society® member