Planned Giving: Join the Legacy Circle

Welcome
KCET Legacy Circle
Meet Our Donors
Benefits of Giving Wisely
Ways to Give Wisely
Goals & Benefits
Gift Plans

Bequest
Charitable Bargain Sale
Charitable Gift Annuity
Charitable Lead Trust
Remainder Annuity Trust
Remainder Unitrust
Retained Life Estate

Assets You Can Give

Appreciated Securities
Business Interests
Cash
Life Insurance
Personal Property
Real Estate
Retirement Plan

Resources

Frequent Questions
Glossary

Attorney Information
Personal Illustration
Contact Us
Tip of the Day
Privacy
Disclaimer

Tip of the Day

Same gift, better deduction

We've told you that a donation using appreciated securities produces a charitable deduction in the amount of the full, fair market value of the stock, with no liability for capital gains — a great tax benefit!

Contact Info

KCET
4401 Sunset Boulevard
Los Angeles,CA 90027
(323) 953-5300

Personal Illustration

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Personal Illustration Request Form

It takes time and effort to create an effective plan for the future. We'd like to help you by creating a personal profile of the gift type that might best suit your needs and goals. In the meantime, feel free to contact us with any questions.

I'm not sure which gift plan works best for me. Please contact me.

I want to explore gifts that provide income to me and/or my beneficiaries. Specifically, I am interested in the following gift plans:

Charitable Gift Annuity
Deferred Gift Annuity

Charitable Remainder Unitrust
Charitable Remainder Annuity Trust

I want to explore:

How to make a Bequest.
Ways to give Real Estate.
Making a gift of Retirement Plan Assets.
Passing assets to my heirs while minimizing my tax exposure (Charitable Lead Trusts)
Making a gift with Life Insurance.
Partnership Interests or Closely-Held Stock.

Amount to illustrate ($) or please specify amount

Type of asset:

Estimated original cost of asset

Dates of birth of income beneficiaries (if applicable):

Beneficiary #1's date of birth
(4 digit year please; e.g. 1977)
Beneficiary #2's date of birth
(4 digit year please; e.g. 1977)

Comments:

First Name *
Last Name *
Address *
Apt or Suite
City *

State *
Zipcode *
Daytime Phone Number (with Area Code)
Fax
E-mail *

* Indicates a required fields

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