Beneficiary Designations
Beneficiary Designations
Among the easiest ways to make a legacy gift is to designate WorldWise Microfinance as a beneficiary of your estate or trust. This designation may often be made by completing a form, often online, with the financial institution that manages your retirement, investment, and/or life insurance account[s]. Such a designation results in a donation coming directly from your estate to WorldWise Microfinance at the time of your death, and avoids probate or any action needed by your trustee.
Here is the correct designation for your documentation:
WorldWise Microfinance
Attn: Legacy Giving
5810 Idledale Circle, Madison, WI 53711
608 279-8608
Federal Tax ID #27-3945492