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:
Just a simple sentence in your Will or Trust
are all that is needed. The official bequest language for
the Jawonio Foundation is below.
Because you are not actually making a gift
until after your death, you can change your mind at
You can structure the bequest to leave
a specific item or amount of money or leave a percentage of
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
“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:
Chief Development Officer
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.