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Pennsylvania Estate Law Library

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