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Further considerations once you are ready to complete your forms

Return to Retirement Plans & Other Beneficiary Designations Home

The beneficiary forms associated with life insurance, retirement accounts, certificates of deposit and other financial arrangements are often plain-vanilla, one-size-fits-all documents — especially forms made available online.

  • You should contact your account manager or customer service representative if you wish to make a designation that goes beyond just the name of a person or organization. For example, it's possible to name KQED to receive part or all of your IRA, in exchange for a charitable gift annuity payable to a surviving spouse or others.
  • Make sure special instructions are included on a separate page attached to the beneficiary form.
  • It's important to ensure that the company understands and consents to any special beneficiary language, and to have your attorney look over these documents as well.

Our Gift Planning staff will be glad to provide you with appropriate language for naming KQED as one of your beneficiaries, or to assist you in any other way you would find helpful.

To reach the KQED Gift Planning Department, complete a request for information form or contact us.

Return to Retirement Plans & Other Beneficiary Designations Home

Also on KQED.org this week ...

Recycling Demystified on Bay Curious
KQED Coverage of Housing in the Bay Area

KQED reports on the housing crisis in the Bay Area.

Film School Shorts: Bottle
Watch Short Films from the 2016 PBS Online Film Festival

Watch independent films from across the country on your browser, mobile device, and on Xbox, Roku, and Apple TV.

The Charitable IRA Rollover Is Back — For Good!

If you are 70½ or older, you can make a tax-free gift directly to KQED from your Individual Retirement Account (IRA) now and for years to come.

IRA Rollover - Learn More

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