Planned Giving

Planned Giving

With an estate gift to Van Andel Institute, you can help build a legacy without affecting your cash flow today. You’ll also join our Society of Hope, which honors individuals who have made a financial commitment to

Van Andel Institute through their estate plan. Van Andel Institute encourages you to consult with your family and estate planning advisor(s) since this gift will affect your financial and estate planning circumstances.

Each of the planned gift options below provides specific benefits and tax advantages:

  • Reduce or eliminate taxes on capital gains
  • Convert low-yielding assets to a higher income stream
  • Obtain a current income tax charitable deduction
  • Provide life-long income for yourself and/or another beneficiary
  • Eliminate or reduce federal estate taxes or income taxes
  • Pass assets on to heirs with a minimum of transfer taxes
Planned Gift Options

Bequests: a future gift to Van Andel Institute by will or trust that allows the donor to retain all assets during his or her life. The bequest can be a specific amount, a percentage of the estate, or all or part of the residue once other beneficiaries have been honored. (see sample bequest language)

Charitable Remainder Trusts: the donor places assets (cash, securities or other property) in a separately managed trust that provides you and/or your beneficiaries with income payments. At the end of the term of the trust or the donor’s life, the trust assets go to Van Andel Institute.

Charitable Gift Annuities: in exchange for a transfer of cash, marketable securities or real-estate, Van Andel Institute contractually guarantees specified income payments to one or two annuitants for life.

Charitable Lead Trusts: the donor places assets (cash, securities or other property) in a separately managed trust that provides Van Andel Institute with an annual donation (an arrangement that is especially useful in making pledge payments). At the end of the term of the trust or the donor’s life, the trust assets go to the donor’s heirs.

IRA’s and Other Retirement Plan Assets: assets in an IRA and other qualified retirement plans are usually subject to both income and estate taxes for family heirs. This tax situation makes such assets an excellent choice for a charitable bequest.

Are you 70.5 years or older? You could be eligible to donate your minimum IRA distributions. (learn more)

Life Insurance: donors can assign to Van Andel Institute the annual dividends paid on their life insurance policies. They can also make outright gifts of policies that have served their purposes or purchase a policy and designate Van Andel Institute as the beneficiary.

Need More Information?

Please call 616-234-5171 to discuss giving options.

100% to Research, Discovery & Hope®

One hundred percent of your donation goes directly into Van Andel Institute’s research laboratories and science education programs.

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