"I can’t remember a time when I didn’t know Shelburne Farms," recalls Dieter Gump, active outdoorsman and retired University of Vermont professor.
A few years ago, Dieter discovered of a Life Insurance policy that he had paid in full and no longer needed. He requested a “change of beneficiary form” from his plan administrator and named Shelburne Farms as beneficiary of the policy. Thus Dieter and his wife Valerie were able to fulfill their dream of making a legacy gift. No lawyers, no fees – it was that simple.
Beneficiary Designation is one of the easiest ways to support Shelburne Farms with a legacy gift. You simply fill out a form naming Shelburne Farms as a beneficiary to receive assets, such as all or a portion of retirement plans and life insurance policies after you are gone. This is entirely separate from your will, and you may adjust beneficiary designations at any time.