We hope you’ll consider including a gift to Jawonio in your will or living trust. Called a charitable bequest, this type of gift offers these main benefits:
- Simplicity. Just a few sentences in your will or trust are all that is needed. The official bequest language for Jawonio is below.
- Flexibility. Because you are not actually making a gift until after your lifetime, you can change your mind at any time.
- Versatility. You can structure the bequest to leave a specific item or amount of money, make the gift contingent on certain events, or leave a percentage of your estate to us.
- Tax Relief. If your estate is subject to estate tax, your gift is entitled to an estate tax charitable deduction for the gift’s full value.
Bequest Language – For Your Estate Planning Attorney
“I give ___________ (residue, percentage, or specific amount) to Jawonio Foundation, having its principal offices at 260 N. Little Tor Road, New City, NY 10956, for its purposes to provide lifespan services in New York’s Hudson Valley for people with developmental disabilities, behavioral health challenges and chronic health needs.”
For your information, our tax ID number is 13-3625940.
Your circumstances may change and you can change your gift at any time.
How It Works
To make a charitable bequest, you need a current will or revocable living trust.
Your gift can be made as a percentage of your estate. Or you can make a specific bequest by giving a certain amount of cash, securities or property. After your lifetime, Jawonio receives your gift.
Putting Your Family First
When planning a future gift, it’s sometimes difficult to determine what size donation will make sense, and you need to make sure your family is financially cared for first and foremost. Including a bequest of a percentage of your estate instead of a fixed amount ensures that your gift will remain proportionate no matter how your estate’s value fluctuates over the years.