Naming KSPS as a beneficiary of your financial accounts, retirement assets or life insurance is an effective and efficient way to support the future of KSPS in our community. Making a gift through a beneficiary designation is a simple and convenient three-step process.
- Contact your financial institution, retirement plan administrator or life insurance company and request a beneficiary designation form.
- Complete the form to designate KSPS as a primary or contingent beneficiary of your assets. (The tax-identification number for KSPS is 23-7203753.)
- Return the form to your financial institution, retirement plan administrator or life insurance company and then contact KSPS to share the wonderful news!
A beneficiary designation can also help avoid the expenses and possible delays that can be experienced with the probate process.
Learning Tools and Resources:
Or for personal support, contact:
Sandra Kernerman, CFRE
Please consult with your professional advisor on the full impact of your charitable giving on you financial and/or legal circumstances.