You Have Questions, We Have Answers

What You Need to Know About Gift Planning

As more people start to plan for the future, many have questions about making an impact at the foundation. We’ve put together a short list of frequently asked questions that you may find helpful as you craft your estate plan and consider giving back.

Q. I’m not able to make a gift at this time, but is there something I can do in the future?
A. Absolutely. There are a variety of different ways to include a gift to Overlook Foundation in your estate plan, many of which don’t require you to part with assets today. Contact Kenneth D. Cole to explore your giving options.

Q. How do I designate Overlook Foundation as a beneficiary of my retirement plan assets?
A. Simply contact your plan administrator for a change-of-beneficiary form. Name us as beneficiary, then sign, date, and return the form to your provider. Even easier yet—log onto their website and update your designations online.

Q. Can someone at Overlook Foundation tell me more about my options and future benefits?
A. Absolutely. We are happy to walk you through the process and work with your planning team to help you find the best gift option.

Create Your Legacy at the foundation

There are many ways you can make an impact at the foundation through a future gift. Contact Kenneth D. Cole at kenneth.cole@atlantichealth.org or (908) 522-2181 to learn more.