Planned Giving

Stocks and Bonds:
Donating stocks or bonds is an easy and tax-effective way for you to make a gift donation.
Benefits of gifts of stocks and bonds:
-Avoid paying capital gains tax on the sale of appreciated stock
-Receive a charitable income tax deduction
-Further our mission today

Insurance:
Donating the gift of your life insurance policy is a great way to make a gift donation.
Benefits of gifts of life insurance:
-Receive a charitable income tax deduction
-If the Foundation retains the policy to maturity, you can receive additional tax deductions by making annual gifts so that we can pay the premiums
-If the Foundation cashes in the policy, you will be able to see firsthand how your gift supports our charitable work
-If we retain the policy to maturity, or you name us as a beneficiary, once the policy matures, the proceeds of your policy will be paid to our organization so that we can use the proceeds to further our charitable work

Retirement Assets:
Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift.
Benefits of gifts of retirement assets:
-Avoid potential estate tax on retirement assets
-Your heirs would avoid income tax on any retirement assets funded on a pre-tax basis
-Receive potential estate tax savings from an estate tax deduction

There are special rules for valuing these gifts and we are pleased that you have an interest in learning about the many benefits of making a planned gift. If you have questions, please contact us at  info@kcisdfoundation.org and we will be pleased to help you.