Planned Giving

Plan today for tomorrow’s gift – and benefit generations to come

Planned Giving Opportunities

There are many ways you can leave a lasting legacy to sustain the work of KWF, while at the same time providing yourself and your family with significant tax benefits.  We strongly recommend you consult with your attorney, accountant and/or financial advisor in evaluating with options are appropriate for you in implementing a planned gift.

 

Bequests
One of the simplest planned gifts is a bequest through your will in which you designate an amount or percentage of your estate after other disbursements.

Appreciated Stock
Ownership of appreciated stock may be transferred to KWF. This allows you to receive a charitable income tax deduction and avoid a capital gains tax on appreciated value.

Life Insurance
You can name KWF as a primary beneficiary of a life insurance policy or as a contingent beneficiary should your other beneficiaries not survive you.

Other Options
There are many other planning giving options, such as charitable gift annuities, charitable remainder trusts, charitable lead trusts, gifts of retirement plan assets and gifts of real estate, among other ways to leave a lasting legacy.

Working together for healthy watersheds on the Kenai Peninsula since 1997.