USE LIFE INSURANCE TO SUPPORT JAWONIO
Newsletter Update from Jill Warner, CEO of Jawonio

INCLUDE JAWONIO IN YOUR WILL

To make a charitable bequest, you need a current will or revocable living trust.

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 simple sentence in your Will or Trust are all that is needed. The official bequest language for the Jawonio Foundation is below.

Flexibility.
Because you are not actually making a gift until after your death, you can change your mind at any time.

Versatility.
You can structure the bequest to leave a specific item or amount of money or leave a percentage of your estate.

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 Inc., having its principal offices at 260 N. Little Tor Road, New City, NY 10956, for its general uses and purposes.”

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.

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.

For More Information Please Contact:
Diana Hess
Chief Development Officer
845-708-2022
diana.hess@jawonio.org
The planned giving material presented on this website is not offered as legal or tax advice. Jawonio, its employees or representatives, do not offer legal or financial advice. We strongly urge prospective donors to consult with their estate planning attorney, financial advisor, accountant or other appropriate professional before making any material decisions based on information we provide through this Web site, printed materials, or other sources.

The purpose of this website is to provide general gift and planning information. Watch for tax law revisions. State laws govern wills, trusts and charitable gifts. Advice from legal counsel should be sought when considering these types of gifts.
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