Jawonio 21st Century Legacy Society

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. 

THE 21st CENTURY LEGACY SOCIETY

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. 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.  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.

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. 

We can help you find the best gift options, and perhaps help you to make a larger gift than you thought possible. For information on gift strategies that can help you support the Jawonio and provide significant benefits to you and your family, contact:

Diana Hess

Chief Development and Communications Officer

diana.hess@jawonio.org

845.708.2022

Bequests

Bequests are one of the most common (and most simple) ways to leave a legacy gift. Here are ways you can leave a bequest to Jawonio

Specific Bequest

Designate amount of money or specific asset (property, securities, etc.) you wish to donate. 

Percentage Bequest

Designate the percentage of your estate you want distributed to Jawonio

Residuary Bequest

Instruct that any remaining part of your estate be distributed to Jawonio after distributions are made to family, friends, etc.

Contingent Bequest

Instruct that Jawonio receive assets in the event that a beneficiary in your will is no longer living.
If you would like to make a charitable bequest, our Federal Tax Exempt Information is: JAWONIO FOUNDATION INC · EIN: 13-3625940

Sample bequest language:

I give and bequeath the sum of $____ (or ___% of my estate as finally determined for federal estate tax purposes) to Jawonio Foundation Inc., with offices at 260 North Little Tor Rd, New City, NY 10956, to be used for its general philanthropic purposes.

Charitable Lead Trusts

With a charitable lead trust, you transfer cash or appreciated property to a trust, which makes payments to Jawonio for a period of time after which the assets of the trust are transferred to your beneficiaries. These trusts are particularly useful for managing capital gains and gift taxes for assets that have appreciated in value.

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

An IRA, 401(K), 403(b) or another qualified retirement plan has tax benefits for accumulating assets, but at death they may be subject to income and estate taxes. Without planning, over 60% of the value of your tax-deferred accounts may go to taxes. Gifting these accounts makes use of the full value of the assets. To leave your IRA or other retirement plan to Jawonio (either as primary or contingent beneficiary), contact your retirement plan company to request a change in beneficiary designation form.

Contact us

For more information, please contact Diana Hess, Chief Development and Communications Officer at diana.hess@jawonio.org or call 845.708.2022
Please let us know if you have included Jawonio in your will, life insurance, or estate plans so that we may thank you for your generous commitment to Jawonio and our mission of advancing the independence, well-being and equality for all people with special needs.
DONOR PRIVACY POLICY:
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.