Beneficiary Designations
Make a Gift in 3 Easy Steps
Beneficiary Designations Are Easy and Flexible
Not everyone wants to commit to making a gift in their will or estate. Some prefer the increased flexibility that a beneficiary designation provides by using:
IRAs and retirement plans
Life insurance policies
Commercial annuities
It only takes three simple steps to make this type of gift. Here's how to name Xavier College Preparatory High School as a beneficiary:
1. Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.
2. Decide what percentage (1 to 100) you would like us to receive and name us, along with the percentage you chose, on the beneficiary form.
3. Return the completed form to your plan administrator, insurance company, bank or financial institution.
Action Steps
Contact the Office of Advancement at (760) 601-3900 ext. 6031 or drover@xavierprep.org for additional information on beneficiary designations or to chat more about the different options for including Xavier in your will or estate plan.
Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary.
If you name Xavier in your plans, please use our legal name and federal tax ID.
Legal Name: Xavier College Preparatory High School
Address: 34-200 Cook Street, Palm Desert CA, 92211
Federal Tax ID Number: 71-0908497