Planned Giving Options

To leave a lasting legacy to NAMI KDK, please consider the following planned giving options:

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  Legacy Gifts (Bequests): You name NAMI KDK as a future beneficiary through your Will, Living Trust, or as the beneficiary of your retirement plan or life insurance policy. You can either designate a specific dollar amount or a percentage of your estate.

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  Retirement Plan Designations: You name NAMI KDK as a future beneficiary in your IRA, 401(k), or 403(b) retirement plan.

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  Beneficiary Designations:

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  Payable on Death (P.O.D.) Accounts: You name NAMI KDK as a future beneficiary of a bank account, such as a checking, savings, or money market account, Certificate of Deposit (CD), or US Savings Bond.

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  Transfer on Death (T.O.D.) Accounts: You name NAMI KDK as a future beneficiary of a non-retirement investment account, such as stocks, bonds, and brokerage accounts.

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  Life Insurance Policies: You name NAMI KDK as the beneficiary of your life insurance policy.

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  Real Estate: You make a gift of all or a portion of your property, such as your primary residence or vacation home, to NAMI KDK through an outright deed or through a bequest provision.

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  Charitable Remainder Trusts: You transfer cash or property to an irrevocable charitable trust. The trustee sells your property tax free and provides you, or another beneficiary, with a fixed (Annuity Trust) or variable (Unitrust) income for life or a set term. At the trust’s termination or upon death, the trust assets transfer to NAMI KDK.

• Charitable Lead Trusts: You contribute property to an irrevocable charitable trust. The trustee sells your property tax-free and makes annual income payment to NAMI KDK during your lifetime or a set period of years. At the end of the term, the trust property is distributed back to you or to your heirs. This provides annual support to NAMI KDK now, removes assets from your taxable estate, and passes an asset to your heirs with little or no tax.