Like many of you reading this, KDR has had a much more significant impact in my life than I could ever have imagined in my college years, and as I’ve grown older, I’ve felt compelled in some small way to give back by “paying it forward”. I’ve done that off and on in small ways over the years through targeted giving and even some volunteer work, but never the “big step” of KDR’s Heritage Society. I always thought I’d get around to it eventually – but frankly the idea of opening up our estate plan and engaging an attorney to do so wasn’t at the top of my priorities.

So the idea sat on the backburner until a recent conversation my wife and I were having with our financial advisor. In the conversation we discussed the idea of organizations that matter to us, like Kappa Delta Rho, and how there ought to be an easier way to support planned giving than opening up our estate plan. And he said, “There is!”

That’s when we discussed ideas like adjusting beneficiaries on our retirement accounts or even life insurance as a relatively easy way to incorporate these wishes into our estate plans. And, to my surprise, I found it truly is simple. Within a few clicks I was able to add Kappa Delta Rho Foundation as a beneficiary on my Fidelity Retirement Account, print out a form, sign with my wife, and submit! We are pleased to do our small part in helping ensure the lasting legacy of this great organization so it can benefit generations to come.