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Charitable gift annuities

When you are looking for ways to help K-State change lives, your choices can support both your philanthropic goals and financial security. One gift that allows you to support our students while receiving fixed payments for life is a charitable gift annuity.

This gift provides you with regular payments and allows us to further our educational mission. When you create a charitable gift annuity with the KSU Foundation you can receive a variety of tax benefits, including a federal income tax charitable deduction when you itemize.

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Delay your payments

If you are younger than 60 or don't need your payments immediately, you can set up a deferred gift annuity. This allows you to delay receiving payments until a later date — such as when you reach retirement. To learn more, view and download the FREE guide Plan for retirement with a deferred gift annuity.

Next steps

  1. Contact the Gift Planning team at 785-532-6266 or for additional information on charitable gift annuities or to chat more about the personal benefits of creating an annuity with the KSU Foundation.
  2. Seek the advice of your financial or legal advisor.
  3. If you include K-State in your plans, please use our legal name and federal tax ID.

Legal name: Kansas State University Foundation
Address: 1800 Kimball Ave., Suite 200, Manhattan, KS 66502-3373
Federal tax ID number: 48-0667209

Learn how to fund it

You can use the following assets to fund a charitable gift annuity:

Learn more about the many benefits of a charitable gift annuity in our FREE guide Strengthen your future with a charitable gift annuity.

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Calculate your benefits

Submit a few details and see how a charitable gift annuity can benefit you.

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Not sure how to begin planning?

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Check out this real-life example

Dave and Lisa RockThrough a gift in their will and a charitable gift annuity, the couple created the David and Lisa Rock Agriculture Scholarship for undergraduate students in the College of Agriculture. The charitable gift annuity is a mutually-beneficial gift, providing the Rocks with an income tax deduction and a guaranteed lifetime income stream while ensuring an eventual donation to benefit their scholarship.

"I worked in financial aid as a student employee and saw firsthand the benefits scholarships provide students," Lisa said.

Read the full story

See how it works

A charitable bequest is one or two sentences in your will or living trust that leave to K-State a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to K-State, a nonprofit corporation currently located at 1800 Kimball Ave., Suite 200, Manhattan, KS 66502-3373, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the KSU Foundation or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset — such as real estate or stock — since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets — and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to K-State as a lump sum.

You fund this trust with cash or appreciated assets — and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to K-State as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and K-State where you agree to make a gift to K-State through the KSU Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

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