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Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that naming K-State as a beneficiary provides by using:
It is very simple to name K-State as a beneficiary. You can start by establishing a gift with K-State as a designated beneficiary, or request a change-of-beneficiary form from your policy administrator or download the form from your provider's website. Make your desired changes and return the form to establish your gift.
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Get StartedDownload our FREE guide, Beneficiary Designations: Easy Ways to Leave Your Legacy.
Robert and Carol treasure the financial help they've been able to give their children and K-State over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left K-State a $75,000 IRA to be transferred following their lifetime. Because K-State is tax-exempt, all $75,000 will help support our mission.
If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes — leaving only $57,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.
*Based on an assumption of a 24% marginal income tax bracket.
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