Planned Giving & IRA Charitable Rollover
Your Legacy. Their Tomorrow.
Create a lasting legacy of hope, healing and opportunity for individuals and families throughout our communities.
Planned Giving & IRA Charitable Rollover
Create a lasting legacy of hope, healing and opportunity for individuals and families throughout our communities.
A Gift That Lasts
Through thoughtful planning, you can support compassionate behavioral health services and help ensure more individuals have access to the care and support they deserve.
Expand access to care for individuals and families.
Support recovery and wellness in our communities.
Strengthen communities for a brighter tomorrow.
Ways to Leave a Legacy
There are many ways to include the Kings View Foundation in your long-term financial or estate plans. Two common options include planned giving and IRA charitable rollover giving.
Leave a lasting legacy through a will, trust, beneficiary designation or other giving strategy.
Make a tax-smart gift directly from an eligible IRA if you are 70½ or older.
Planned Giving
Planned giving is an opportunity to make a lasting difference by including the Kings View Foundation in your long-term financial or estate plans.
Whether through a gift in your will or trust, a retirement account beneficiary designation, or another charitable giving strategy, your generosity can help support access to compassionate behavioral health services for generations to come.
Gifts Through a Will or Living Trust
Beneficiary Designations
Gifts of Appreciated Assets
IRA Charitable Rollover
IRA Charitable Rollover
If you are age 70½ or older, you may be able to make a meaningful gift to the Kings View Foundation directly from your Individual Retirement Account (IRA). A qualified charitable distribution (QCD) allows eligible individuals to support our mission while potentially reducing taxable income.
Eligible gifts are transferred directly from an IRA custodian to a qualified charity.
Tax rules and individual circumstances apply.
Request a Qualified Charitable Distribution and confirm that your IRA and intended recipient qualify.
Have your IRA custodian transfer the funds directly to the Kings View Foundation.
Email foundation@kingsview.org with the relevant gift details so we can properly acknowledge your generosity.
Your Gift at Work
A planned gift to the Kings View Foundation helps advance a future where individuals and families have greater access to compassionate care, meaningful support and opportunities for recovery.
I Found
Recovery
I Found
Housing
I Found
A Community
I Found
Wellness
Frequently Asked Questions
Planned giving is a broad term for charitable gifts coordinated with financial or estate plans. An IRA charitable rollover is a specific way for eligible individuals to give directly from an IRA during their lifetime.
No. Planned gifts such as bequests and beneficiary designations are not subject to the IRA charitable rollover age requirement. To make a qualified charitable distribution, you must be at least 70½.
Yes. A qualifying distribution can count toward your RMD for the year, subject to applicable rules.
Contact the Kings View Foundation to discuss whether a gift can support a particular program or purpose before completing your transfer.
A qualifying distribution excluded from taxable income cannot also be claimed as a charitable income tax deduction. Consult your tax advisor for guidance.
Our Foundation team is here to help you explore a meaningful way to give.