Kappa Alpha Order - Educational Foundation

Are you planning a bequest to Kappa Alpha Order Educational Foundation? If so, make sure it reflects your hopes and desires. You have a wide choice of alternatives.

You can bequeath a sum of money, specified personal or real property, or a share of your estate's residue.

The official bequest language for Kappa Alpha Order Educational Foundation is: "I give and bequeath to the Kappa Alpha Order Educational Foundation (Federal Tax I.D. #75-1783690), a not-for-profit 501 (c) (3) Texas corporation , the sum of $_______ to be used by the KAOEF in fulfillment of its educational purposes as the KAOEF board of trustees shall determine".

If you have made, or are planning on making, a provision for the KAOEF in your charitable giving plans, we would be pleased to recognize your generosity with membership in the 1865 trust.
Your gift can be contingent. That is, you can provide that the money, property or share is to go to some individual if that person survives you; otherwise, it's to be distributed to us.
You can create a trust for a relative's benefit, assuring the availability of income and principal for that person's support and comfort, and name us to receive whatever is left when the trust terminates.
For greater tax savings, you can establish a charitable remainder trust that will pay an income for life to the individual of your choice and the remaining principal to us.
We generally prefer gifts without limits on their use so we can apply them to our most urgent needs. But you have every right to restrict your bequest by directing how you want it used or allowing us to expend only the income from your gift. If you want to designate a specific purpose, we need you to consult us in advance to make certain we'll be able to carry out your wishes.
You can make your bequest in memory of yourself or a loved one. We'll be pleased to honor your intent, and we have many ways to grant appropriate recognition.

It's Your Call
It's natural and sensible that your bequest should reflect your personal wishes.

Please contact Erik Showalter at 540-460-1401 or 540-463-1865, or via e-mail at eshowalter@ka-order.org, for more information.


Copyright © The Stelter Company, All rights reserved.

The information in this Web site is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income tax include federal taxes only. Individual state taxes and/or state law may impact your results.

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