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

A Gift to theVan Wezel Foundation

A practical way to make a legacy gift to the Van Wezel Foundation is to include the Foundation in your will or revocable trust, or as a beneficiary of your retirement plan or life insurance. If you have already made a provision to include the Foundation in your financial planning, please notify us by completing and returning this document. By documenting your bequest intention, we will have an opportunity to recognize your generous support in your lifetime.

If you have already made a provision to include the Foundation in your financial planning, please let us know. Print the downloadable PDF, fill it out and return it to us.

I have made revocable gift commitments for Van Wezel Foundation as follows (check all that apply):

Bequest Approximate value: $_______________

Life Insurance Policy Approximate value: $_______________

IRA or other retirement plan Approximate value: $_______________

Other asset Approximate value: $_______________

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Signature

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Date

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Name (please print)

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Signature

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Date

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Name (please print)

Contact information—representative of my estate:

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Name

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Telephone

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Role

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Email

I have attached documentation from my will, retirement plan, life insurance policy, or trust.

If your gift is for a percentage of your estate, rather than a fixed amount, the Foundation will be happy to use your good faith estimate of the current value based on this percentage. While not required, you may wish to include a copy of the relevant portion of related documents.