Make us a beneficiary of your IRA or other “non-probate” assets
Why beneficiary designations are so powerful
Assets not included in your will are called non-probate assets. Examples are 401(k)s, IRAs, life insurance policies, and other accounts. Designating the KIPP Atlanta Schools as a beneficiary can have a big impact and may avoid unwanted taxes for your heirs.
Charitable benefits
Common gifted assets for beneficiaries
- IRA
- 401(k)
- Life insurance
- Joint real estate
- Joint bank accounts
- Joint property ownership
Designate KIPP Atlanta Schools as a beneficiary to one or more of your accounts.
We have partnered with FreeWill to offer this free online platform that will walk you through the process of setting up your beneficiaries. These gifts have a big impact and can often prevent unwanted taxation.
Planned Gifts Fuel KIPP Atlanta Scholars’ Future
A gift in your will creates lasting impact by supporting KIPP Atlanta Schools’ mission to prepare scholars for college, career, and beyond. Your planned gift ensures future generations of students can achieve their goals and lead fulfilling lives, building a brighter future for our communities. Consider leaving a legacy that empowers young minds to thrive.
We were first introduced to KIPP Atlanta by board member Kathy Brown back in 2018. She formed a group to tour one of KIPP’s primary schools and we were thoroughly impressed! They were only in early primary, but they were well poised, held eye contact and were a delight to speak with.
My visit to the school captured my heart. My first impression of KIPP Atlanta Schools was how warm and inviting the atmosphere was. Observing several classes brought me to tears. The teachers were engaged with the students, interesting and exuded a love for the program and scholars.
My biggest involvement with KIPP Atlanta, aside from monetary contributions, is to share my compassion and love for KIPP with anyone willing to listen! I could be sitting in an airport lounge, riding in a golf cart, or having dinner with friends. If I see any opening to sharing the KIPP story, I am on it!
Bill & Linda Schaeffer
Frequently Asked Questions
A non-probate asset is an account or other asset that won’t be governed by the decisions you make in a will. Instead, these accounts commonly have an assigned beneficiary that you choose. Types of non-probate assets include many retirement accounts, life insurance, some bank accounts and some assets (like a house or vehicle) that you jointly own with another person.
The most commonly gifted non-probate asset is an IRA or 401(k). This is because these accounts are always taxed (even for people below the estate tax threshold). Giving these accounts to charity keeps your heirs from having to pay unexpected taxes.
Yes! Even if you have a will in place you still need to designate beneficiaries for your non-probate assets.
Yes! Gifts of any size are deeply appreciated. Many people choose to leave a percentage of their estate, which scales up or down with your estate size.
No. You can usually make these easily and at no cost to you.
Yes. You are always free to revise or update your estate plans.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Torrey Bates
Title :Managing Director of Development & Engagement
Phone: 470-898-2366
Email: tbates@kippmetroatlanta.org
Already included us in your estate plan? Let us know
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).
Popular tax-smart gifts
Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.
Gifts that pay you back
Give assets while providing yourself or others with income for a period of time or distributions at a later date.