Leaving a Legacy Through Planned Giving

Oftentimes, supporters are passionate about leaving a legacy at Shelter KC. They want to ensure the ministry of serving Kansas City’s homeless men and women continues during and after their life. Below are several ways to set up planned giving to support our ministry. For more information about planned giving opportunities, contact Kara Croniser at (816) 421-7643 ext. 150.

United Way and CFC Campaign Funding

Employees who wish to make a contribution to Shelter KC/KCRM through a payroll deduction can make a Donor’s Choice through the United Way - F.I.N. (aka E.I.N.) #43-1287029.

Federal employees, globally, can support Shelter KC/KCRM and the Combined Federal Campaign by pledging a gift via a payroll deduction using our CFC agency number 90936.

Employer Matching Programs

Many employers sponsor matching gift programs and will match any charitable contributions of volunteer hours made by their employees. Check with your HR department to see if your donations to Shelter KC can be matched. If you need support setting it up, contact us.

Estate Planning

You can add Shelter KC: A Kansas City Rescue Mission into your estate plan by adding a simple codicil in your legal will. Here’s sample language:

“I, [name], of [city, state, zip], give, devise and bequeath to Shelter KC (formerly Kansas City Rescue Mission/KCRM), Kansas City, Missouri, [percent or amount] of my estate for its unrestricted use and purpose."

Retirement Accounts

If you are older than 70 ½ and have a Rollover or Traditional IRA, you can donate directly to Shelter KC from that account as a tax free transfer. It will count toward your RMD. Work with your financial planning professional to set this up.

Appreciated Stocks or Mutual Funds

Do you own appreciated stocks or mutual funds outside of your retirement plans? Consider transferring some of those shares to Shelter KC and avoid the capital gains taxes, while picking up a charitable deduction for your gift.

Thank you to Matt Syverson, CFP, CAP, Senior Wealth Advisor at Sound Stewardship, LLC for providing this advice.