Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using: 

  • IRAs and retirement plans
  • Life insurance policies
  • Donor advised funds
  • Commercial annuities

It is very simple to name Institute for Shipboard Education as a beneficiary. Start by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider's website. Make your desired changes and return the form to establish your gift.

Free Estate Planning Tool

Join fellow ISE/SAS supporters on Giving Docs, a safe, secure, and free-for-life suite of estate plan essentials.

Get Started

See How It Works

An Example of How It Works

Couples smiling Robert and Carol treasure the financial help they've been able to give their children and ISE/SAS over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left ISE/SAS a $75,000 IRA to be transferred following their lifetime. Because ISE/SAS is tax-exempt, all $75,000 will help support our mission.

If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.

*Based on an assumption of a 24% marginal income tax bracket.

Next Steps

  1. Contact the administrator of your retirement plan, insurance policy, or bank account for a change-of-beneficiary form, or simply download a form from your provider's website. 
  2. Decide what percentage (1 to 100) you would like Institute for Shipboard Education to receive and name us, along with the percentage you chose, on the beneficiary form. Return the completed form.
  3. Contact Planned Giving Team at or giving@isevoyages.org to let us know your goals for the gift so we can ensure it is used as you intend.

Legal name: Institute for Shipboard Education
Address: Colorado State University, Campus Delivery 1587, Fort Collins, CO 80523-1587
Federal tax ID number: 95-3075415