Make a Gift in 3 Easy Steps
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 and commercial annuities.
It only takes three simple steps to make this type of gift. Here is how to name the VFW as a beneficiary: 1) Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form. 2) Decide what percentage (1 to 100) you would like the VFW to receive and name us, along with the percentage you chose, on the beneficiary form. 3) Return the completed form to your plan administrator, insurance company, bank or financial institution.
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- Contact Chrissy Mason at (816) 968-1119 or firstname.lastname@example.org for additional information on beneficiary designations and how they can help support the VFW with our mission.
- Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary.
- If you name the VFW in your plans, please use our legal name and federal tax ID.
Legal Name: Veterans of Foreign Wars of the United States
Address: 406 West 34th Street, Kansas City, MO 64111
Federal Tax ID Number: 44-0474290
An Example of How It Works
The origin of Estelle Venable Redd's enduring commitment to veterans comes from her Uncle Clyde. She watched him return from WWI paralyzed by an accident on board his Navy ship. Today, she is a committed supporter of veterans, having made the VFW a beneficiary of her retirement plan savings. Heavily taxed when left to loved ones, retirement plan assets make a tax-wise gift to the VFW thanks to our tax-exempt status.
"I think any person who goes into the service of our country - whether they stay stateside or go overseas, whether they see combat or not - are deserving of our help," Estelle said. "I trust that the VFW will use my gift wisely."