How to Complete Your Gift
A gift of securities in your will or trust can be completed in three steps.
1. Determine how you would like your gift to be used. Do you have a particular program in mind that you would like to fund with your gift? Will your gift be unrestricted, enabling us to use the proceeds from the sale of your securities for our most pressing needs? If you choose to specify the purpose of your gift, please let us know so we can ensure that your intentions can be fulfilled.
2. Meet with your estate planning attorney. Discuss your possible tax and other benefits with your attorney to ensure that this gift meets your goals. An estate planning attorney can prepare your will or trust if you do not have one, or prepare a codicil to your will or an amendment to an existing trust.
The official legal bequest language for the PKD Foundation is: "I [name], of [city, state, ZIP], give, devise and bequeath to the PKD Foundation, 8330 Ward Parkway, Suite 510, Kansas City, MO 64114-2027, Federal Tax Identification Number #43-1266906, [written amount or percentage of the estate or description of property] for its unrestricted use and purpose. I instruct that all of my charitable gifts shall be made, to the extent possible, from property that constitutes ‘income in respect to a decedent’ as that term is defined in the Internal Revenue Code."
3. Let us know your plans. Please contact Michelle Davis at 816.268.8477 or email@example.com to let us know when you have made plans for your gift in your will or trust. We would love the opportunity to thank you for your generous act. Of course, we are happy to honor your wishes regarding anonymity.
If you have any questions about these steps, please contact Michelle Davis at 816.268.8477 or firstname.lastname@example.org.
Your Next Steps
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Action Items
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.