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.

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Legacy Giving Corporate Sponsor Great Lakes Investment Group

3 Steps to Making a Beneficiary Gift

Did you know that the beneficiaries named on a retirement plan or life insurance policy determine who will receive these funds, even if they are designated differently in your will? Did you also know that funds remaining in your IRA may be subject to multiple taxes if left to your estate?

If you are considering including a gift for the Van Wezel Foundation in your will, we have a simple solution. Name the Van Wezel Foundation as a beneficiary or partial beneficiary of your retirement plan and leave other less-taxed assets to your family.

It's Easy as 1, 2, 3!

  • 1. Request a "change of beneficiary" form from your plan administrator.
  • 2. List the Van Wezel Foundation as beneficiary at the following address:
    • Van Wezel Foundation
    • 777 N Tamiami Trail 3rd Floor
    • Sarasota, FL, 34236
    • EIN #: 59-2807055
  • 3. Let us know so we can thank you!