Beneficiary Planning

There are ways to make generous gifts to future generations of students that will not impact your current financial situation, that take about ten minutes and don’t require an accountant or lawyer’s involvement, that just about anyone can participate in …

Your retirement accounts (IRAs, 401k, etc) can be heavily taxed if passed on to your heirs at your passing. Changing the beneficiary on such accounts to a non-profit such as KWS, and using insurance wisely as a tool to replace those assets for your family, can be a much wiser move tax-wise. (Over age 70 ½? Required minimum distributions from your IRA can be directed here to minimize your tax burden!) Gifts of appreciated but currently underperforming stocks or securities can help us immensely while minimizing capital gains taxes for you! As always, consult with your advisors. We’re happy to help you provide financially for your loved ones while enabling you to make meaningful gifts through gift planning. Contact the Development Office for details (development@kimberton.org or call 610-933-3635 X 109).