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Beneficiary Designations

Make a Gift in 3 Easy Steps

Not everyone wants to commit to making a gift in their will or estate. Some prefer the increased flexibility that a beneficiary designation provides by using: 

  • IRAs and retirement plans
  • Life insurance policies
  • Commercial annuities

It only takes three, simple steps to make this type of gift. Here's how to name the ABWE Foundation 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 us 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.

See How It Works

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An Example of How It Works

Older couple smiling Robert and Carol treasure the financial help they've been able to give their children and ABWE over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left ABWE a $75,000 IRA to be transferred following their lifetime. Because ABWE is tax-exempt, all $75,000 will help support our mission.

If Robert and Carol had left the IRA to their children, approximately $21,000* would have gone to pay federal income taxes-leaving only $54,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.

*Based on an assumption of a 28 percent marginal income tax bracket.

Next Steps

  1. Contact Lee G. Jantzen CFP® CAP® FCEP at 800.921.2293 or 717.909.2332 or leejantzen@abwe.org for additional information on beneficiary designations and how they can help support ABWE with our mission.
  2. Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary.
  3. If you name ABWE in your plans, please use our legal name and federal Tax ID and let us know so we can express our thanks for your thoughtful planning.

Legal Name: ABWE Foundation, Inc.
Address: Harrisburg, PA
Federal Tax ID Number: 23-2913381