WHAT'S YOUR KINKAID LEGACY?
J. Barry Moss wore many hats during his time at Kinkaid, serving as teacher, debate coach, Upper School Principal and Dean of Faculty. So many members of the Kinkaid community have been taught, taught with or have children who were taught by Mr. Moss. More
CREATING LEADERS IN SOCIETY
Why do Carol and Charlie continue to support Kinkaid well after their children have graduated? For the Herders the answer is easy, "Kinkaid has an opportunity to create real leaders in society's future." More
REFLECTIONS AFTER A 50TH REUNION
It has been 50 years since he graduated from Kinkaid, but Steve Lasher '66 still feels a connection to Kinkaid. He served on the board of the School, the retirement committee and on the endowment board, is the father of Dr. Andrew Lasher '91 and Kit Lasher Ballenger (fs '94), and has contributed many gifts of his time and treasure to support the School. More
AN ONGOING LEGACY
Terri Lacy Baird jokes, "I was active when my children were here and just never left!" Terri is a former Kinkaid parent, a current Kinkaid Endowment Board member, a full-time estate planning attorney and, most important, a mother to Dylan '02 and Sarah '06, as well as a grandmother. More
Q&A: A COMMITMENT TO THE FUTURE
For almost 60 years The Kinkaid School has been committed to developing the whole child. Alumnus Malcom Waddell '70 thinks back on his time at Kinkaid and shares how he is helping ensure that Kinkaid will be able to continue developing young minds for years to come. More
LISA CURRY: IT'S GOOD BUSINESS TO GIVE BACK
Lisa Curry credits Kinkaid as the reason why she became the teacher she is today-one who cares greatly for her students' future successes. To ensure that future students will receive an excellent education at the School, Lisa is giving back. More
A CONVERSATION WITH A CLASS OF '64 ALUMNI COUPLE
As far as academic interests and extracurricular activities were concerned, Kinkaid students George and Katherine Susman Howe didn't have much in common—he was into basketball and music and she loved history and debate. But that didn't stop the Class of 1964 alumni from developing a special connection to one another. More
ALUMNA GIVES BACK TO "EXTENDED FAMILY": A GIFT IN HER WILL HELPS FUTURE GENERATIONS OF STUDENTS
When Vianei Lopez Braun '85 and her husband, Jason Braun, decided to update their wills, Kinkaid was on their minds. The couple met with Vianei's classmate and estate planning expert MaeLissa Brauer Lipman '85. "When we talked about the organizations and causes that mean the most to us, Kinkaid was at the top of the list," Vianei shares. More
HAHN FAMILY CREATES MEANINGFUL LEGACY IN THE ARTS
Kinkaid parents Marcy and Roger Hahn have loved their time spent at Kinkaid with their sons, Alex and Garrett. They have been impressed with the academics, sports programs, and the leaders and staff. But it's the performing arts at Kinkaid that remains closest to their hearts. Learn how they have chosen to support this special part of Kinkaid. More
KINKAID'S LIFELONG INFLUENCE
Clark Kent Ervin '77 is Kinkaid's first Rhodes Scholar. After attending Oxford and Harvard Law School, Clark has had a distinguished career in public service. He is currently a partner at the law firm Patton Boggs LLP and serves as director of The Aspen Institute's Homeland Security Program. More
A FAMILY TRADITION OF GIVING BACK
The family of C.N. and Maria Papadopoulos was taught that an education comprises much more than textbooks and tests. For them, a true education shapes all aspects of a young person’s life, and Kinkaid's emphasis on the whole child is unique. More
PAT KIDSON CAVANAGH '66: A SPECIAL LEGACY
Forty-eight years…that is how long Pat Kidson Cavanagh '66 has been connected to Kinkaid. A lot has changed in those 48 years! From her time there as a teenager to teaching her classmates grandchildren today, Pat recounts her adventures at Kinkaid. More
GOOD FORTUNE BRINGS DEDICATED KINKAID SUPPORTERS TOGETHER
What turned out to be a blessing came disguised as a reluctant adventure. Emily Attwell Crosswell ’59 admits it was good fortune that brought her and Holcombe Crosswell ’58 together at Kinkaid. Their relationship, and their love of Kinkaid, has now extended to children and grandchildren. More
ALUMNUS CHRIS LITTLE '59 LOOKS BACK AND GIVES BACK TO KINKAID
Chris Little, former President of Meredith Corporation, reflects on his career and what his Kinkaid experience means to him. More
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under this agreement, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.
A charitable bequest is one or two sentences in your will or living trust that leave to The Kinkaid School a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.
an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan
"I, [name], of [city, state, ZIP], give, devise and bequeath to The Kinkaid School of Houston, Texas [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."
able to be changed or cancelled
A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.
cannot be changed or cancelled
tax on gifts generally paid by the person making the gift rather than the recipient
the original value of an asset, such as stock, before its appreciation or depreciation
the growth in value of an asset like stock or real estate since the original purchase
the price a willing buyer and willing seller can agree on
The person receiving the gift annuity payments.
the part of an estate left after debts, taxes and specific bequests have been paid
a written and properly witnessed legal change to a will
the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will
A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Kinkaid or other charities. You cannot direct the gifts.
An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.
Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.
Securities, real estate, or any other property having a fair market value greater than its original purchase price.
Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.
A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.
You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.
You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Kinkaid as a lump sum.
You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Kinkaid as a lump sum.
A beneficiary designation clearly identifies how specific assets will be distributed after your death.
A charitable gift annuity involves a simple contract between you and Kinkaid where you agree to make a gift to Kinkaid and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.