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Getting Started

Including PBS Charlotte in your charitable plans is a simple process.

Will or Trust

To name PBS Charlotte as a beneficiary in your will or trust, you will need to include a provision that clearly expresses your charitable intentions. To make the process easier, we are pleased to share some suggested language for you and your advisor to consider.

Get Suggested Language

Beneficiary Designations

To name PBS Charlotte as a primary or contingent beneficiary of a financial account and/or a life insurance policy, you will need our legal name, address and tax-identification number.

Get Beneficiary Information