Beneficiary Designation

One of the easiest ways to leave a lasting environmental legacy is by adding Sudbury Valley Trustees as a beneficiary of your retirement or financial accounts. 

To name SVT as a beneficiary:

  1. Obtain a beneficiary designation form from the administrator of your retirement plan or financial account. (This form may be available online.)
  2. Designate Sudbury Valley Trustees as a partial, contingent, or sole beneficiary of your account. Our Tax ID number is 04-6049963.
  3. Sign the form and return it to your plan administrator. Keep a copy for your records.

Questions?
We welcome the opportunity to answer your questions about Legacy Giving at any time. Please contact Lisa Vernegaard, Executive Director, at 978-443-5588 x 114.

Sudbury Valley Trustees is a tax-exempt organization described in Section 501 (c)(3) of the Internal Revenue Code.  Tax ID # 04-6049963