The Family Tree Legacy Circle recognizes supporters who have informed us of their intent to leave a bequest to JFS, those of blessed memory who have already left such a gift and those who have made a monetary gift to the JFS Endowment in their lifetime.
You can designate JFS as a beneficiary in your estate planning by: specifying monetary, stock or real estate gifts; stipulating a percentage or remainder of your estate; or, designating JFS as the beneficiary of your life insurance, annuity or retirement instruments (IRA or 401k).
With your gift of $100,000 or more — either now or through a bequest — you may establish a Named Endowment Fund to provide ongoing support for the community needs closest to your heart.
You should always involve your attorney and/or other advisors in your estate planning.
For more information, or if you have designated JFS as a beneficiary and would like your name added to this list, contact Lisa Schultz Golden, Chief Development Officer, at email@example.com or (206) 861-3188.
The most common form of legacy giving is a gift described in your will, commonly called a bequest. A bequest affords you flexibility and control over the legacy you leave. For some donors, it also means a portion of your assets will go directly to a cause you value rather than to the government in the form of taxes. If you already have a will, you may be able to make your gift by preparing, with the help of your attorney, a codicil (a brief written amendment) to your will.
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