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Leave a Legacy

You don’t have to make a large gift during your lifetime to leave a lasting legacy.

Ensure a stable future for The Research Foundation and help generations to come by including us in your estate plans.

"I chose to include The Research Foundation in my will because I believe strongly in their mission. As a retired educator, I recognize the importance of education in our community. Through my personal experience with family needing medical care, I recognize the nursing shortage and the need for well trained nurses. By establishing a nursing scholarship fund, I can help provide an opportunity for potential nursing students in the surrounding area." -Pat Tennison

 

Planned gifts offer many immediate and long-term benefits, like current income tax deductions, reduced estate taxes, and the satisfaction of making a significant and enduring contribution. A named gift can even serve as a permanent memorial to a loved one. Learn more about the different ways you can make planned gifts below.


Bequests

A gift by will allows you to make a significant contribution that was not affordable during your lifetime. The simplest gift is a bequest in your will. Most bequests leave a specific amount or percentage of the donor’s estate to charity with no restrictions on how the money is to be used. Because the full value of the bequest is deductible, heirs generally escape gift and estate taxes.


Endowment Funds

Through contributions from our dedicated donors, we provide scholarships to nursing and allied health students in the Kansas City area and surrounding region. You can support health care education by making a gift of $50,000, given over time or all at once, to establish a named endowment fund. The interest earned is given as an annual scholarship in perpetuity. When establishing the fund, you can define the criteria for the annual scholarship award, such as financial need, academics, or service. View a list of current named scholarship funds donors have established here


Other gifts

  • Stock: By making a gift of appreciated stock (held more than one year), you can avoid or delay the capital gains tax. You may deduct the current fair market value of the stock on your tax return no matter what was originally paid for the stock. Your broker will need to contact us for our DTC number and account number.
  • Life Insurance: A new or existing life insurance policy can be assigned to The Research Foundation with premium payments made as annual gifts. The result is a major gift at an affordable cost.
  • Real Estate and Personal Property: Property may be used to fund a planned giving vehicle, or may be given outright to The Research Foundation.
  • Trusts: A Charitable Remainder Trust can provide lifetime income to you.
  • Gift Annuities: By making an annuity gift now, you can receive a lifetime income for yourself, a spouse, or anyone else you designate in exchange for a gift of cash, stock, or securities to The Research Foundation. At the time of your death, the gift remainder will support us.

Interested in setting up a planned gift? Fill out the form below.
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What type of planned gift are you interested in?
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Legal documents must state the beneficiary as The Research Foundation, 2316 E. Meyer Blvd., Kansas City, MO 64132. Tax ID# 43-1349021