Retirement Plans and Other Beneficiary Designations
Simple, Fee-free Estate Gifts to KQED
"I would like to leave something to KQED from my estate plan, but my living trust is just a few years old and I'd rather not have to change it and incur additional legal fees."
We hear this from time to time. But there are many ways to leave a legacy to KQED simply by filling out a form to make beneficiary designations outside your will or trust.
Almost any financial arrangement that allows you to name a beneficiary can be repurposed to benefit KQED with all or part of its remaining value. You'll need at least our legal name: "KQED Inc.," and possibly our Taxpayer ID No., 94-1241309.
Here are common ways to designate us as a beneficiary of your estate:
- Retirement Plans - IRAs, 401(k) plans, 403(b) plans or other retirement savings arrangements
- Bank accounts at banks, savings and loan associations and credit unions
- Brokerage accounts for stock, bond and mutual fund holdings
- Life insurance for a policy no longer needed
- Commercial annuities
- Donor advised funds
Please keep in mind that good estate planning requires coordinating the provisions of your will and/or living trust with all the beneficiary designations you've made on IRAs, life insurance policies, and other financial accounts.
Please let us know of any beneficiary designation you make on our behalf. Although we understand that your gift is revocable, we want to be sure that your intentions are fulfilled.
A Word About Beneficiary Forms - Further considerations once you are ready to complete your forms
Also on KQED.org this week ...
Drought Watch 2015: Record-Low Sierra Snowpack
The Sierra Nevada snowpack, which typically supplies nearly a third of California's water, is showing the lowest water content on record: 6 percent of the long-term average for April 1. That shatters last year's low-water mark of 25 percent (tied with 1977).
"Boomtown" History of the San Francisco Bay Area
KQED's "Boomtown" series will seek to identify what is happening in real time in the current boom, and also draw out the causes and possible solutions to the conflicts and pressures between the old and the new.