Planned Giving
For Tomorrow
Legacy gifts provide the foundation for our work at Jawonio. These gifts allow you to take care of your family, provide for gifts to loved ones and include a charitable gift for Jawonio. We can help you find the best gift options, and perhaps help you to make a larger gift than you thought possible. As a member of The Jawonio 21st Century Legacy Society, you leave a legacy gift knowing that your generosity is helping to ensure bright futures for children and adults with special needs for generations to come.
THE 21st CENTURY LEGACY SOCIETY
In honor of their philanthropy and leadership, loyal Jawonio donors are honored through our 21st Century Legacy Society which celebrates those who help provide for the future of Jawonio with a gift through a will or estate plan. Their legacy gifts leave an extraordinary impact across Jawonio in both Rockland and Westchester counties and beyond. From transforming our campus and creating naming opportunities, to establishing new programs or enhancing existing opportunities, planned gifts from the 21st Century Legacy Society will make an incredible difference across Jawonio.
Contact Diana Hess, Chief Development and Communications Officer at diana.hess@jawonio.org or 845.708.2022 for information on gift strategies that can help you support the Jawonio and provide significant benefits to you and your family.
ESTATE PLANNING
If you’re like many people, you know it has something to do with having a will. You’d also be correct if you said it involves making certain other types of arrangements affecting what happens once your life has ended.
A good estate plan goes further and addresses many aspects of your current situation, as well as how to thrive in the years to come. Consider this definition of estate planning:
Estate planning is the process of caring for yourself and your assets while you are living, and planning for the orderly transfer of assets to other persons and organizations– both during your life and afterwards.
Bequests
Specific Bequest
Designate amount of money or specific asset (property, securities, etc.) you wish to donate.
Percentage Bequest
Residuary Bequest
Contingent Bequest
Sample bequest language:
Charitable Lead Trusts
Gifts of Life Insurance
Another simple way to leave a legacy of safe water is to name Jawonio as a beneficiary of any individual or group life insurance policy. You will get an estate tax deduction for insurance proceeds that go to Jawonio upon your death.
Retirement Plans and Other Investments
Contact us
The information on our planned giving page is for informational purposes only. As with any decision involving your financial or estate plans, we strongly advise you to seek the advice of your financial advisor for your estate planning.