Types of planned gifts
Learn how you can benefit yourself, your heirs, and Kiwanis by making a planned gift
Bequests
- Naming the Kiwanis International Foundation in a will or trust
- Sample language:“I give to the Kiwanis International Foundation, Inc., all (or state a percentage) of the residue of my estate, to be used in such a manner as its Board of Trustees determines.”
Gifts of life insurance
- Kiwanis International Foundation named owner and beneficiary of a life insurance policy
- Income tax and possible estate tax benefits
- Payment of ongoing premiums provides income tax deduction
Life income gifts
- A gift to benefit the Kiwanis International Foundation while providing a lifetime income for you or your loved ones
- Examples include Charitable Remainder Trusts and Charitable Gift Annuities
- Income tax, capital gains tax, and possible estate tax benefits
Gifts of retirement plan assets
- Kiwanis International Foundation named beneficiary of a retirement plan or an IRA
- Income tax and possible estate tax benefits
- Prevents double taxation with larger estates
Life estate in a residence or farm
- Deed personal residence or farm to the Foundation and retain full rights to live on the property for life
- Income tax and possible estate tax benefits
For more information on planned giving opportunities, please contact:
Matt Morris
Major/Planned Gifts Officer
Kiwanis International Foundation
3636 Woodview Trace
Indianapolis, IN 46268
(317) 217-6234 (direct line)
mmorris@kiwanis.org
