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Gift Planning is one of the most flexible and meaningful ways to leave your mark on KWE and position us to fulfill our mission to empower people to contribute positively to society for generations to come.

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You are at: Planned Giving > Gift Options > How to Give > Bequest

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Charitable Bequest

Designate KWE as the beneficiary of your asset by will, trust, or beneficiary designation form. One of the most flexible ways to support our cause, a charitable gift from your estate enables you to achieve your financial goals while also leaving a meaningful legacy for generations of KWE participants to benefit from. No other planned gift is as simple to make or as easy to change, should you ever need the assests during your lifetime.

Charitable Bequest
Property
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KWE
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Benefits of a bequest

  • Receive an estate tax charitable deduction
  • Reduce the burden of taxes on your family
  • Leave a lasting legacy to charity

How a bequest works

A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or Kieve Wavus Education Inc. as part of your estate plan, or you can make a bequest using a beneficiary designation form.

Here are some of the ways to leave a bequest to Kieve Wavus Education Inc.

  • Include a bequest to Kieve Wavus Education Inc. in your will or revocable trust
  • Designate Kieve Wavus Education Inc. as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)
  • Name Kieve Wavus Education Inc. as a beneficiary of your life insurance policy

A bequest may be made in several ways

  • Percentage bequest - make a gift of a percentage of your estate
  • Specific bequest - make a gift of a specific dollar amount or a specific asset
  • Residual bequest - make a gift from the balance or residue of your estate
Click here to review sample bequest language.

Contact us

If you have any questions about leaving a bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to Kieve Wavus Education Inc. as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.

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The method used to make a bequest will depend on the kind of gift you choose to leave to Kieve Wavus Education Inc.

Bequests of real estate, personal property, business interests and cash are typically made by way of a will, revocable trust or even a simple codicil to your current estate plan. Your estate-planning attorney can assist you in preparing the necessary papers for you to complete the bequest.

Other bequests, such as those involving retirement assets, insurance policies, bank accounts and stocks and bonds, are typically made by completing the appropriate beneficiary designation form. Simply contact your retirement plan administrator, life insurance company, bank or investment broker and ask them to send you the appropriate "beneficiary designation" or "payable on death" form. To complete your bequest, you will need to complete and sign the form and then send it back to the person who originally sent the form to you.

The last step in leaving any bequest involves the transfer to charity. When you pass away, the bequest property will be transferred to Kieve Wavus Education Inc. The full value of this gift will be transferred tax-free and your estate will receive an estate tax charitable deduction.

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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.

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