Angela Gieras
Vice President, Major Gifts and Planned Giving
KERA
3000 Harry Hines Blvd.
Dallas, TX 75201
214-740-9292
agieras@kera.org
Planned gifts allow individuals to make a charitable gift of estate assets, helping to ensure KERA's long-term future. Such gifts can provide donors with the satisfaction of making significant philanthropic contributions while also meeting their own personal and financial goals.
With careful planning, donors can leave a legacy that will ensure the continued success of KERA programs, allowing future generations to benefit from KERA's mission. There are numerous tax-advantaged ways of making a planned gift to KERA. We hope you will become a partner with KERA in shaping the future of public broadcasting.
Please note that the information we provide on this site is not intended as tax or legal advice. For advice and assistance in specific cases, the services of an attorney or other professional advisor well-versed in financial planning should be obtained.
Planned Giving Options for Donors to KERA
| Donor Goal | Donor Gift | How to Make the Gift | Donor Benefits |
| Make a quick and easy gift | Outright gift | Donate cash, securities, or personal property | Income tax deduction, avoidance of any capital gains tax |
| Make a revocable gift during donor lifetime | Living Trust | Name KERA/North Texas Public Broadcasting Inc. beneficiary of assets in a living trust | Control of trust for lifetime, possible estate tax savings A donation exempt from federal estate taxes |
| Defer a gift until after donor lifetime | Bequest in will | Name KERA/North Texas Public Broadcasting Inc. in donor will | |
| Make a large gift with little cost to donor | Life insurance gift | Give a policy with KERA/North Texas Public Broadcasting Inc. as owner and beneficiary | Current income tax deduction; possible future deductions |
| Avoid the twofold taxation on retirement plan assets | Retirement plan gift | Name KERA/North Texas Public Broadcasting, Inc. as beneficiary of the remainder of the assets after donor lifetime | Avoidance of heavily taxed gift to heirs, allowing less costly gifts |
| Avoid capital gains tax on the sale of a home or other real estate | Real estate gift | Donate the property to KERA/North Texas Public Broadcasting Inc., or sell it to KERA/North Texas Public Broadcasting Inc., at a bargain price | Immediate income tax deduction and avoidance of capital gains tax |
| Give donor personal residence or farm, but continue to live there | Retained life estate | Designate the ownership of donor home to KERA/North Texas Public Broadcasting Inc., but retain occupancy | Charitable income tax deduction and lifetime use of home |
| Secure a fixed income | Charitable remainder annuity trust | Create a charitable trust that pays a set income annually | Immediate income tax deduction and fixed income for life |
| Create a hedge against inflation over the long term | Charitable remainder unitrust | Create a trust that pays a percentage of the trust’s assets, valued annually | Immediate income tax deduction, annual income for life that has potential to increase |
| Supplement income with fixed annual payments | Charitable gift annuity | Enter a contract with KERA/North Texas Public Broadcasting Inc., in which we’ll pay you fixed payments annually | Current and future savings on income taxes; fixed payments for life |
| Reduce gift and estate taxes on assets passing to heirs | Charitable lead trust | Create a trust that pays a fixed or variable income to KERA/North Texas Public Broadcasting Inc., for a set term, and then passes to heirs | Reduced size of taxable estate; keeps property in family, often with reduced gift taxes |
