CFCI office will be closed September 7 in observance of Memorial Day.

Retirement Plans & Life Insurance

Make a Lasting Impact With Assets You Already Have

You’ve worked hard to build your assets. By naming CFCI as a beneficiary of all or a portion of your retirement plan or life insurance policy, you can turn those assets into a lasting source of support for your community.

A charitable beneficiary designation is a simple way to use your retirement plan or life insurance policy to make a future gift while keeping control of your assets today. Your gift can establish a fund, add to an existing fund, or support an area that is meaningful to you.

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How It Works

Turn what you’ve built into good.

Your retirement plan or life insurance policy can do more than provide for the future. By including CFCI as a beneficiary, you can create a lasting gift that supports the community and causes that matter to you.

1

Choose CFCI

Decide to include CFCI in your retirement plan or life insurance policy.

2

Name a Beneficiary

Contact your plan administrator or insurance provider to name CFCI as a full or partial beneficiary.

3

Choose Your Impact

Decide how you would like your gift to support the community or causes you care about.

4

Share Your Plans

Let us know about your gift so we can help ensure your wishes are carried out.

Why Give This Way?

You don’t have to make a gift today to make a lasting difference. A beneficiary designation lets you plan for future charitable giving while keeping your assets available during your lifetime.

Simple to Set Up

In many cases, you can update your beneficiary designation without changing your will or trust.

Keep Control

Your assets remain available to you throughout your lifetime, and you can generally change your beneficiary designation if your plans change.

Give With Purpose

Your gift can support the community broadly, focus on a cause that matters to you, or benefit an existing charitable fund.

Leave a Legacy

Your gift can become part of an endowment that provides ongoing support for the community for generations.

FAQ’s

Yes. You can designate a percentage of your retirement plan or life insurance benefit to CFCI while leaving the remainder to family members or other beneficiaries.

Generally, beneficiary designations are made directly through your retirement plan administrator or insurance provider and do not require changing your will.

In most cases, beneficiary designations can be changed during your lifetime. Check with your plan administrator, insurance provider, or professional advisor about your specific account or policy.

Yes. You can work with CFCI to establish how you would like your future gift to be used, whether that means supporting the community broadly, a particular area of interest, or an existing fund.

We encourage you to. Letting us know gives us the opportunity to understand your charitable wishes and make sure we are prepared to carry them out as you intend.

Ready to Put Your Investments to Work?

Make a Lasting Difference in Central Illinois

A beneficiary designation can turn the assets you’ve built over a lifetime into something that continues giving back long into the future. Our team can work with you and your professional advisors to create a plan that reflects what matters most to you.

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