How to Give

Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.

Legacy Giving Corporate Sponsor Great Lakes Investment Group

Advisors Guide for Planned Giving

Gifts from Wills and Trusts:

When making a charitable gift to a nonprofit organization, it is vital the legal name of the charity, city and other identifying details be used. To name the Van Wezel Foundation in your will or trust please use the following suggested language:

Residual Bequest Language
A residual bequest comes to us after your estate expenses and specific bequests are paid:

I give and devise to the Van Wezel Foundation, Sarasota, FL,  (EIN 59-2807055) all (or state a percentage) of the rest, residue and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).

Specific Bequest Language
You can also name Van Wezel Foundation as a beneficiary of a specific amount from your estate:

I give and devise to the Van Wezel Foundation, Sarasota, FL,  (EIN 59-2807055) the sum of $ ________________________ (or "____ shares of __________________ stock") to be used for its general support (or for the support of a specific fund or program).

Contingent Bequest Language
Van Wezel Foundation can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:

If (insert individual heir's name) is not living at the time of my demise, I give and devise the Van Wezel Foundation, Sarasota, FL,  (EIN 59-2807055) the sum of $ (or "all" or " ___________ percentage of the residue of my estate") to be used for its general support (or for the support of a specific fund or program).

GIFTS OF APPRECIATED SECURITIES

Van Wezel Foundation's Broker: PNC Bank
DTC: 2616
Account number: 21-50-001-6935671
Tax ID Number: 59-2807055

BENEFICIARY GIFTS FROM RETIREMENT PLANS, LIFE INSURANCE, BROKERAGE ACCOUNTS OR ANY OTHER PLAN WITH A BENEFICIARY DESIGNATION:

Please contact your plan provider for a change of beneficiary form. Once you have filled out the form, please send a copy to Suzanne Hudson-Smith, CFRE, Associate Director of Leadership Gifts at shudsonsmith@vwfoundation.org

Legal name: Van Wezel Foundation
Tax ID number: 59-2807055
Address: 777 N Tamiami Trail 3rd Floor
Sarasota,  FL  34236

NOTE TO ATTORNEYS, ACCOUNTANTS AND OTHER PROFESSIONAL ADVISORS:

Thank you for helping your client with their charitable planning. As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients' philanthropic objectives into wellcrafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.

If you have any questions or concerns, please call 941-271-4178 or email shudsonsmith@vwfoundation.org.

Disclosure: This information is not intended as legal advice. For more specific advice, please consult your attorney or financial adviser.