Cash
Gifts can be given through check and credit card. Cash gifts are tax deductible based upon the donor’s tax bracket. The net cost generally is lower than the face value of the gift.

Matching Gifts
Matching gifts increase your giving power. If you are associated with a company that offers a matching gift program, please obtain the appropriate form from your company’s personnel office and enclose the completed form with your contribution. In some cases, gifts from spouses, board members, and retired employees also are matched.

Stocks, Bonds, and Other Securities
Stocks, bonds, and other securities can be transferred to Kappa Delta Pi. All stock will be valued as of the date received and will be tax deductible based upon the donor’s tax bracket. A gift of appreciated securities can result in a federal income tax deduction for its fair market value, and taxes on the appreciated value may be avoided.

Please contact Kappa Delta Pi if you wish to transfer stock. You can contact the Development Director at 1-800-284-3167 or by e-mail at mike@kdp.org.

Bequests
Bequests include cash, securities, or other marketable property designated in a will. Gifts left through a will are exempt from federal estate taxes. A specific bequest leaves a certain asset or property or a certain percentage of your estate to Kappa Delta Pi. A general bequest leaves a specific dollar amount to Kappa Delta Pi.

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

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

General Bequest

I bequest the sum of $_________ to the Kappa Delta Pi Educational Foundation, a 501c3 not-for-profit corporation.

Specific Bequest

I devise all of my right, title, and interest in _____________ (name of asset) to the Kappa Delta Pi Educational Foundation, a 501c3 not-for-profit corporation.

I bequest ________ percent of my entire estate to the Kappa Delta Pi Educational Foundation, a 501c3 not-for-profit corporation.

Gifts in Trusts
Trusts are used to distribute assets while you are alive and after your passing. Kappa Delta Pi accepts several types of trusts, many of which are listed below. Kappa Delta Pi recommends that you work with a financial advisor 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 a fixed stream of payments 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 entrust cash or assets to the KDP Educational Foundation. KDP, in return, pays you a fixed income over a lifetime based on the amount of your gift and your age. At your passing, the remaining amount is available to the KDP Educational Foundation.

Life Insurance
Life insurance gifts may be made by naming the Kappa Delta Pi Educational Foundation as the owner or 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 left to Kappa Delta Pi. Gifts 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 taxes on the appreciated value may be avoided.

Retirement Plans or Pension Plans
A portion of your retirement or pension plan can be left to Kappa Delta Pi as a gift. You can designate the Kappa Delta Pi Educational Foundation as the sole beneficiary of your plan, or you can specify that a portion of your plan be left to the KDP Educational Foundation.