Donating all or part of your unused retirement assets - such as IRA, 401(k), 403(b), or pension - is a simple and tax-efficient way to support the Kansas Methodist Foundation and your chosen charities.
Benefits
• Avoid potential estate and income taxes on your retirement assets • Leave more tax-advantaged assets to your heirs • Receive an estate tax charitable deduction
How it works
Complete a beneficiary designation form with your plan custodian, naming Kansas Methodist Foundation as a beneficiary. Because we are tax-exempt, your full gift goes to support our mission. We would be honored to support your planned giving and can create a new fund to administer your generosity.
Contact Us
If you’ve already included Kansas Methodist Foundation in your retirement plans, please let us know so we can thank and recognize you.
Need help in starting or growing your endowment program? The first step is talking with Rev. Dr. Dustin Petz, President and CEO of the Kansas Methodist Foundation.
