Beneficiary Designations

Make a Gift in a Few Easy Steps

Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using: 

It only takes three simple steps to make this type of gift. Here's how to name Second Harvest of Silicon Valley as a beneficiary:

  1. Request a change-of-beneficiary form from you plan administrator. You may be able to do it all online.
  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. List Second Harvest of Silicon Valley as a non-profit organization beneficiary, tax ID #94-2614101, located at 4001 North 1st Street, San Jose, CA 95134.

When you have finished, please return the form to your plan administrator, and notify us of your gift.

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See How It Works

An Example of How It Works

Couples smiling Robert and Carol treasure the financial help they've been able to give their children and Second Harvest over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left Second Harvest a $75,000 IRA to be transferred following their lifetime. Because Second Harvest is tax-exempt, all $75,000 will help support our mission.

If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.

*Based on an assumption of a 24 percent marginal income tax bracket.

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Next Steps

  1. Contact the administrator of your retirement plan, insurance policy or bank account for a change-of-beneficiary form, or simply download a form from your provider's website. 
  2. Decide what percentage (1 to 100) you would like Second Harvest of Silicon Valley to receive and name us, along with the percentage you chose, on the beneficiary form. Return the completed form.
  3. Contact Cecilia Bynum at 408-266-8866, ext. 135 or cbynum@shfb.org to let us know your goals for the gift so we can ensure it is used as you intend.

Legal name: Second Harvest of Silicon Valley
Address: 4001 North 1st Street, San Jose, CA 95134
Federal tax ID number: 94-2614101

Learn More

Download our FREE guide Beneficiary Designations: Easy Ways to Leave Your Legacy.

Personal Estate Planning Kit

Our Top Free Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

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