Organizations, Beneficiaries
You may name any legally formed organization, or
entity, as a primary
beneficiary or
alternate beneficiary of your
residuary estate or of a
specific gift.
An organization is not required to be classified as a
charitable organization to
receive any testamentary
gifts, however, only transfers to qualified charitable organizations may
be free of any
death taxes.
Any organization being considered as a
beneficiary will know of its individual qualification as a charitable
organization and may be contacted, if that is a motivating factor in making
a gift to that organization.
See: Primary
Beneficiaries, Generally; Alternate
Beneficiaries, Generally;
Pennsylvania Inheritance Tax,
Generally;
Federal Estate Tax, Generally
