A planned gift to the Junior League of Jackson enables you to support what you believe in and leave a valuable legacy, all while preserving your assets during your lifetime. Your planned gift to the Junior League of Jackson or its “rainy day” fund – the Keystone Fund – supports our mission to promote voluntarism, develop the potential of women, and improve the community through the effective action and leadership of trained volunteers.
When you make a gift to the League from your will or trust, you’ll be welcomed into an organization of passionate women dedicated to the Jackson community and to empowering women to grow as civic leaders. If you’ve already included the League in your plans, please let us know so we can properly thank you and make sure your gift will be used as you’ve intended.
Explore several popular ways of supporting the League through a planned gift to the Keystone Fund:
- Gifts from Your Will
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate, or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions. Click here for more info.
- Beneficiary Gifts from Retirement Accounts
Naming the League as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan, or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings. Click here for more info:
- Gifts of Appreciated Stocks, Bonds, or Mutual Funds
Want to avoid capital gains tax on sale of securities while also benefiting Junior League of Jackson? When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you’ll receive charitable deductions at full, fair market value while reducing capital gains impact. You can easily give stocks, bonds or mutual funds by contacting your financial planner and advising the League of your intent. Click here for more info
- Charitable IRA Rollover
If you’re 70 1/2 or older, you can make a gift directly from your IRA to the League. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.
- Gifts of Property, Real Estate, and Other Valuables
Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well curated collections, can be deducted from your income tax today and reduce your estate taxes in the future. The Junior League and the Keystone Fund have gift policies, so please contact the League at firstname.lastname@example.org to discuss options.
- Working with an Advisor?
Are you an advisor helping a potential donor? We’d love to hear from you. For basic information for advisors, click here:
- Already Included the League in a Planned Gift?
Click here to so that we can document your gift and thank you.
The information provided here is educational and informational only. It is not intended to be legal, financial, or tax advice. Donors and potential donors should contact their lawyers, accountants and/or tax advisors for professional advice.