Gifts by Beneficiary Designation

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

  • IRAs and retirement plans
  • Life insurance policies
  • Donor advised funds
  • Commercial annuities

It is very simple to name the LSS Foundation, Inc. as a beneficiary. Start by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider's website. Make your desired changes and return the form to establish your gift.

  1. Contact the administrator of your retirement plan, insurance policy or bank account for a change-of-beneficiary form, or simply download a form from your provider's website.
  2. Decide what percentage (1 to 100) you would like the LSS Foundation, Inc. to receive and name us, along with the percentage you chose, on the beneficiary form. Return the completed form.
  3. Contact Cory Anshus, Director of Donor Engagement, at (414) 246-2319 or to discuss your goals for the gift so it is used as you intend.