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Beneficiary Designation Gifts

A beneficiary designation gift is a simple and affordable way to make a gift to support Women's Economic Ventures. You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.

Beneficiary Designation Gifts
Donor
Designation Form
Account Custodian
Property
(IRA/Investment)
WEV
Charity image

Benefits of a beneficiary designation gift

  • Support the causes that you care about
  • Continue to use your account as long as you need to
  • Simplify your planning and avoid expensive legal fees
  • Reduce the burden of taxes on your family
  • Receive an estate tax charitable deduction

How a beneficiary designation gift works

  1. To make your gift, contact the person who helps you with your account or insurance policy, such as your broker, banker or insurance agent.
  2. Ask them to send you a new beneficiary designation form.
  3. Complete the form, sign it and mail it back to your broker, banker or agent.
  4. When you pass away, your account or insurance policy will be paid or transferred to Women's Economic Ventures, consistent with the beneficiary designation.

Important considerations for your future

If you are interested in making a gift but are also concerned about your future needs, keep in mind that beneficiary designation gifts are among the most flexible of all charitable gifts. Even after you complete the beneficiary designation form, you can take distributions or withdrawals from your retirement, investment or bank account and continue to freely use your account. You can also change your mind at any time in the future for any reason, including if you have a loved one who needs your financial help.

Contact us

If you have any questions about leaving a beneficiary designation gift to us, please contact us. We would be happy to assist you.

If you have already designated us as a beneficiary of an asset or as part of your estate plan, please let us know. We would like to recognize you and your family for your gift.

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Donor Stories

Learn how others have made a lasting impact on Women's Economic Ventures through their generous acts of planned giving.
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How to Give

With a planned gift to WEV you can create a powerful legacy, advancing WEV's work while furthering your financial goals. Learn more about the benefits of charitable gift planning.
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Legacy Society

WEV's Legacy Society recognizes the transformational supporters who include WEV in their wills, trusts, and other planned giving. We honor their vision and dedication to women and economic empowerment.
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About Bequests

You may be looking for a way to make significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support WEV into the future.
Learn More

Let us help you with your gift plans.