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Planned Giving Opportunities

There are many opportunities for planned giving with Kieve-Wavus.

Some gifts cost you nothing today; others provide you with income for life. All make a difference. Opportunities include:

  • Cash (the simplest way to support)
  • Appreciated Securities (see below)
  • Bequest (designate a portion of your will or trust)
  • Life Insurance (name K-W a beneficiary)
  • IRA & 401(k) Distributions (name K-W as a full or partial beneficiary)
  • Real Estate (donate property - Click to see our Gift Acceptance Policy
  • Tangible Personal Property (give boats, equipment, or possibly antiques or collectibles)
  • Appreciated Stock Donations - If you have stock that was purchased years ago and has appreciated significantly in value, donating the stock to Kieve-Wavus is a great way to help us out and for you to avoid capital gains. Click here to download the stock transfer instructions

    Charitable Gift Options might include:

  • Charitable Gift Annuity that pays you a fixed income for life.
  • Charitable Trusts - there are a number of options that could provide benefits to you, your family and K-W. See your financial advisor or touch base with our Development Dept.

    The Paddle & Thistle Society, a lasting legacy at KieveWavus.

    A well-planned charitable gift has many benefits:

    • Promoting educational excellence and the opportunity to make a real difference for kids.
    • Supporting KieveWavus’ mission of making a difference.
    • Giving in one of the most personal, enduring ways you can.
    • Helping to ensure a bright future for students of one of our nation's oldest coeducational institutions of learning.
    • A planned gift can also protect your assets, often increase your income, and significantly reduce your current and future tax burden.
    • Donors are eligible for membership in K-W’s Paddle & Thistle Society.

    Your Choice…

    You choose how your gift is to be used:

    • Give to the Annual Fund.
    • Provide a scholarship at Kieve, Wavus or our Leadership School.

    Your Benefits could include…

    • Increased income for you and your family.
    • Capital gains tax avoidance on gifts of long-term capital gains assets.
    • Immediate income tax savings.
    • Reduction of high federal estate taxes.
    • The ability to defer income until needed.
    • Diversification and professional management.

    And finally…making a difference to secure Kieve-Wavus' future!


     

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