Creating a gift to ensure the future of KPLU
For more information about a planned gift to KPLU, call 253-535-8732 or email leadershipcircle@kplu.org
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KPLU is a community treasure, a unique joining of local and national resources devoted to journalism of great depth and cultural offerings of enduring value. A planned gift to KPLU allows you to ensure quality public radio programming in our community for generations to come while meeting your own financial and personal objectives.
Wills and Living Trusts
The most common way of making a charitable planned gift to KPLU is through a bequest in your will or living trust. Bequests are simple to arrange, offer flexibility, and can reduce estate taxes. And with a gift through your will or living trust, you retain full use of your gift property during your lifetime, while still making a significant gift to KPLU.
When considering this option, please note that KPLU operates under the 501c3 of Pacific Lutheran University, its licensee. Therefore, the legal name your attorney needs to put in the will is "Pacific Lutheran University for the use of KPLU".
Gifts of Appreciated Securities
Make a gift to KPLU by transferring appreciated securities instead of writing a check! By doing so, you may avoid the tax due on the capital gain AND you may receive an income tax deduction for the fair market value of the security.
For example, if you give stock with a fair market value of $1000 for which you paid only $100, the "cost" to you for making the gift is only $100! Plus, you may be able to deduct the full $1000 from your income tax, thereby reducing your "cost" even further.
To donate stocks that are held in your brokerage account (at your brokerage house), simply provide your financial advisor with the following information:
Smith Barney
Account Number: 58512254-16-001
Depository Trust Corporation: (DTC) 0418
PLU Federal Tax ID #: 91-0565571
Contact Information:
Ingrid Gintz
Smith Barney
33400 9th Ave So Ste 100
Federal Way, WA 98003
Phone Number: 253-874-3100
Life Income Plans
A life income gift offers a way to make a gift to KPLU that provides you with benefits such as immediate income tax deduction, life income, and avoidance of capital gains tax. Some common forms of life income gifts include charitable remainder trusts and charitable gift annuities. We will be happy to consult with you on these.
Retirement Plan Assets
In many cases, donating some or all of the assets from your IRA, 401(k), pension or other qualified retirement plan to KPLU is a smart option. Your estate can save both income taxes and estate taxes if you make KPLU a beneficiary. Gifts can be made during your lifetime or upon death.
Other Planned Gift Options
KPLU welcomes contributions of a variety of types of assets such as life insurance, U.S. savings bonds, annuity contracts, and tangible personal property.
For more information about crafting a gift of significance to KPLU, call Brent Mason at 253-535-7266 or email at bmason@kplu.org | |
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