Create a Legacy Gift
at Ellis Early Learning
1 / Name Ellis as a Beneficiary
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You can name Ellis as a beneficiary of almost any account – IRA, retirement, or non-retirement.
2 / Primary vs. Contingent beneficiaries
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Primary beneficiaries receive funds upon your death.
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Contingent beneficiaries receive funds after the death of the primary beneficiary.
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Note: Some institutions may not allow contingent beneficiaries.
3 / Flexibility by Institution
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Some banks allow you to designate a percentage of your account value for each beneficiary.
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Other banks may assign the same percentage to each beneficiary.
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Percentages are typically the only option since account balances fluctuate.
4 / Online setup
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Most financial institutions let you update or add beneficiaries online. This keeps the process easy and under your control.
Other Ways to Give
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You can also name Ellis in your will or as a beneficiary of your life insurance policy.
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To learn more about how you can name Ellis as a beneficiary of a plan or policy, contact your advisor or financial institution directly.
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Explore the 1885 Society and leave a lasting mark on Boston's children.
If you have already made Ellis a beneficiary of a plan or policy, we would love to thank you for your foresight. Please reach out to our Development Office: dev@ellisearlylearning.org | 857-341-0400