Alphabet Soup
DAF
What is Donor Advised Fund?
Gifts given through a will or trust.
What is Bequest?
If you have an IRA and must take an RMD each year – what does RMD stand for?
What is Required Minimum Distribution?
What are easy ways for a donor to make a planned gift without updating their will/trust?
What is beneficiary designation or POD/TOD?
What document distributes donor assets through probate?
What is a Last Will and Testament?
QCD
What is a Qualified Charitable Distribution?
The types of planned gifts include “charitable remainder” and “charitable lead.”
What is Charitable Trust?
What type of qualified retirement plans do not qualify for a direct charitable donation?
What are 401K, 403B, Keogh plans?
Larger planned gifts that may avoid capital gain tax.
What is Real Estate or Appreciated Assets?
When leaving a gift in your will or trust, some donors choose to leave a specific dollar amount while most others choose to leave a _______ , of their estate.
What is Percentage?
CGA
What is a Charitable Gift Annuity?
KSU Foundation can be the recipient of a retirement plan or life insurance policy through what document?
What is a beneficiary designation?
What date does a direct charitable contribution from an IRA have to be completed by?
What is Dec. 31?
What is Real Estate or Artwork?
If a donor does not specify a particular purpose for a bequest, what determines the use of funds?
What is Undesignated Bequest Policy?
CRUT
What is a Charitable Remainder Unitrust?
What type of gifts are deducted at 60% of AGI?
What is cash?
What is the QCD maximum amount a person can directly transfer to a qualified charity from their IRA in 2025?
What is $108,000?
Where would you obtain a calculation illustrating the benefits of a planned gift?
What is Gift Planning Team?
What is KSUF when we are listed as a beneficiary after a family member?
What is a contingent beneficiary?
CLT
What is a Charitable Lead Trust?
Donors who notify us that they have arranged for a planned gift to KSUF are included in what society?
What is the K-State Legacy Society?
What age can you make a qualified charitable distribution using your IRA?
What is: 70-1/2?
Over 80% of planned gifts documented at KSUF are what type of gift?
What is bequest?
When donors retain the right to change their living trust, this is known as what type of trust?
What is a Revocable Living Trust?