Sample Beneficiary Designation

To designate Trident United Way as a full or partial beneficiary of a qualified retirement plan or other financial account, please use the following information:

Useful Legal Information

Legal name: Trident United Way
Address: 6296 Rivers Avenue, Suite 200, N. Charleston, SC 29406
Federal Tax ID number: 57-0314378

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For More Information

Before deciding about your estate plan, consult an estate planning attorney. To learn more about how your gift will be put to use, contact Amy Maciariello, VP of Processes and Organizational Excellence, at (843) 740-9000 or donorrelations@tuw.org.

Your Giving Toolkit

Gifts from Donor-Advised Funds

Sample Language for Your Will or Trust

Sample Beneficiary Designation

Sample Codicil

For Trustees and Advisors

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Danielle Trauth-Jurman

Danielle Trauth-Jurman

Director of Planned Giving