OR

Gifts In-Kind

Stocks, Bonds, and Other Securities
Publicly traded securities can be transferred to Kappa Delta Pi. A gift of appreciated securities can result in a federal income tax deduction for its current market value and capital gains taxes may be avoided.

If you wish to transfer stock to Kappa Delta Pi, please contact the Development Director at 317-829-1542 or by e-mail at foundation@kdp.org.

Bequests
Bequests insure that part of your estate benefits Kappa Delta Pi.  Gifts left through a will are exempt from federal estate taxes. 

Please notify Kappa Delta Pi if you have named the Foundation as a beneficiary in your will.

The following examples represent language used in bequests. Kappa Delta Pi recommends that you prepare any planned giving documents with the assistance of an attorney or financial advisor. 

A Specific Bequest names a specific asset or specific dollar amount be given.

I bequest the sum of $_________ to the Kappa Delta Pi Educational Foundation, a 501(c)3 not-for-profit corporation.
I devise all of my right, title, and interest in _____________ (name of asset) to the Kappa Delta Pi Educational Foundation, a 501(c)3  not-for-profit corporation.

I bequest ________ percent of my entire estate to the Kappa Delta Pi Educational Foundation, a 501(c)3  not-for-profit corporation. 

A Residuary Bequest gives all or a portion of the remainder of your estate.

I bequest _____ percent of the remainder of my estate, after all taxes and other obligations are properly disposed of, to the Kappa Delta Pi Educational Foundation. 

A Contingent Bequest will result in a gift only in the event of the death of other beneficiaries. 

In the event that (name the person) does not survive me at the time of my death, I bequest the remainder of my estate to Kappa Delta Pi educational Foundation.

Gifts That Pay You Income
Trusts are used to distribute assets while you are alive and after you pass.  Kappa Delta Pi recommends that you work with an attorney when setting up a trust.

Charitable Remainder Trust or CRT
You transfer cash, securities, or other assets to a trust, with specifications as to how the trust income will be distributed. You receive income for life or for a period of years.  After your passing, the remaining assets are given to Kappa Delta Pi.

Charitable Gift Annuity or CGA
You transfer cash or appreciated securities to the KDP Educational Foundation. You get an immediate income tax deduction. In return, the Educational Foundation pays you a fixed income, some of which is tax free, for the rest of your life.  At your passing, the remaining amount goes to the KDP Educational Foundation.

Life Insurance
Life insurance gifts are made by naming the Kappa Delta Pi Educational Foundation as the owner and beneficiary. After your death, the Kappa Delta Pi Educational Foundation receives the benefits. When ownership of the insurance is gifted to the Educational Foundation, an immediate federal income tax deduction is allowed. Future premiums paid by the donor also are tax deductible.

Please notify Kappa Delta Pi if you have named the Society as a beneficiary of your life insurance policy.

Personal Property
Personal property, such as antiques, books, real estate, artwork, furniture, patents, or copyrighted material, can be given outright to Kappa Delta Pi, left in a bequest, or put into a trust. A gift of appreciated property or securities can result in a federal income tax deduction for its fair market value, and capital gains taxes may be avoided.