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There are many creative ways to include KVIE in your estate plan, ensuring your financial stability now and providing for KVIE in the future. Here are a few:
Wills & Living Trusts: You can leave a specific amount, a percentage of your estate, or the remainder of your estate as a bequest gift to KVIE. Click here for sample bequest language.
Charitable Gift Annuities: CGAs can increase your retirement income. You’ll receive a guaranteed return for the rest of your life, after which the remaining principal becomes a gift to KVIE. Rates are based on age. Learn more.
Retirement Plans (IRA, 401(k), pension, etc.): You can name KVIE as a beneficiary of your retirement plan. It’s easy to do, and it’s a good bequest vehicle since it’s otherwise likely to be heavily taxed.
Life Insurance: You can name KVIE as a full or partial beneficiary on a life insurance policy you no longer need.
Charitable Remainder Trusts: You can turn securities or real estate into an income stream for you now, and a gift to KVIE later. For example, you can place a house into a CRT. After it’s sold, you’ll receive income every year. At the end of your life, the remaining principal goes to KVIE as a gift.
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