The Legacy Society

Planned Giving Opportunities

There are many ways to include JCHS in your long-term philanthropic plans. Below are several common options. Because every financial situation is unique, we encourage you to consult your legal or financial advisor when considering a planned gift.

Bequests

One of the simplest ways to support JCHS is through a gift in your will or living trust. A bequest may be a specific dollar amount, a percentage of your estate, particular assets, or the remainder of your estate after other distributions have been made.

Charitable Remainder Trust

A charitable remainder trust can provide income for you or your beneficiaries during your lifetime while also creating a future gift to JCHS. Depending on your circumstances, this option may also provide valuable tax benefits.

Charitable Lead Trust

A charitable lead trust allows JCHS to receive income from trust assets for a specified period while preserving the remaining assets for your heirs, often with significant estate and gift tax advantages.

Gifts of Life Insurance & Retirement Assets

JCHS may be named as the beneficiary of a life insurance policy or retirement account, including an IRA, Keogh plan, pension, profit-sharing plan, or tax-sheltered annuity. You may also choose to donate a life insurance policy that is no longer needed for its original purpose.