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ESTABLISHING A LEGACY |
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KANSAS PRESERVATION
ALLIANCE, INC. |
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A bequest
is one of the most forthright ways to support the work of
the Kansas Preservation Alliance, Inc. Through your will,
you can leave cash, securities, objects or real estate as a
living legacy to the Kansas statewide preservation
organization and help KPA continue its vital efforts.
Moreover, bequests to the Kansas Preservation Alliance can
significantly reduce your estate taxes. |
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Here are
some of the different ways in which you can arrange for a
bequest to KPA along with sample bequest language. You
should consult with your financial or legal advisor before
making a planned gift. |
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SPECIFIC BEQUEST |
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You may
choose to bequeath a specific dollar amount, a percentage of
your total estate, or particular securities or other
property. |
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I
hereby bequeath to the Kansas Preservation Alliance in
the United States the sum of $____________ (or) the
following property: (insert description of property)
for the benefit of the organization. |
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RESIDUARY BEQUEST |
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Through a
residuary bequest, you may contribute to the Kansas
Preservation Alliance all or a portion of the sum remaining
in your estate after the payment of all expenses and any
specific bequests to other beneficiaries. |
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After
payment of all just expenses of my estate and all specific
bequests, I hereby bequeath the sum of __________________
dollars, or all of the rest residue, and remainder of my
estate, to the Kansas Preservation Alliance in the United
States for the benefit of the organization. |
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CONTINGENT BEQUEST |
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A
contingent bequest of a specific amount, or all of a portion
of your estate, will be realized by the Kansas Preservation
Alliance only in the event that the primary beneficiary or
beneficiaries of your estate do not survive you. |
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If the
above-named beneficiaries should predecease me, then I
bequeath to the Kansas Preservation Alliance in the United
States such property of my estate as had been intended for
such persons. |
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ENDOWMENT GIFTS |
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You may
prefer to have your gift become a part of the Kansas
Preservation Alliance’s permanent endowment, forever
associating your name (or another person you would like to
honor) with the ongoing work of KPA. |
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I
hereby bequeath to the Kansas Preservation Alliance in the
United States the sum of $___________ (or percentage of the
total estate, or specific assets, etc.) to benefit the
Kansas Preservation Alliance’s Unrestricted Endowment. |
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The
principal of this gift shall be held and may be mingled with
other funds of the Kansas Preservation Alliance in
accordance with the organization’s general investment
guidelines. The net income shall be used for the general
purposes of the Kansas Preservation Alliance (or state
specific purpose). |
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The Kansas Preservation
Alliance’s Tax Identification Number: 48-0905225 |
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Download
Establishing a Legacy Form
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