Planned Giving

Some faithful friends of Junior Achievement have planned to support the organization beyond their lifetime. By including Junior Achievement in their estate planning, these caring individuals have taken deliberate steps to ensure and enhance Junior Achievement's future.

To recognize and honor these ardent supporters, JA has established the Junior Achievement Heritage Society. Membership is open to individuals who include JA in their estate planning through such instruments as bequests, charitable gift annuities, charitable trusts, and life insurance. Through planned giving...

You will discover ways to make larger gifts than you may have thought possible.
You will learn how to make gifts that actually "give back" for a time, providing extra income in retirement years or helping to fund educational expenses and other needs.
You can add meaning to your gift by using it to honor a special friend or loved one.
You will see how to save money on income, gift, and estate taxes and instead put those amounts to use in ways you choose.
You will enjoy giving more, knowing that you are investing in the lives of young people in ways that allow you to give the most you can at the lowest possible cost.

That's what effective gift planning is all about. It just makes sense to maximize the potential of what you have by preserving financial security for yourself and your loved ones while you make a positive impact through funding the work of Junior Achievement and other organizations and institutions in which you believe.

You can also donate your time at Junior Achievement. Learn how to Volunteer.

To discuss other types of assets including cash, properties, and investment securities, simply dial
JA President at 309-682-1800. All calls are kept in strict confidence.

Neither the author, the publisher, nor JA.biz is engaged in legal or tax advisory service. For advice or assistance in specific cases, the services of an attorney or other professional advisor should be obtained. The purpose of this web site is to provide general gift, estate, and financial planning information. Watch for tax revisions. State laws govern wills, trusts, and charitable gifts made in a contractual agreement. Advice from legal counsel should be sought when considering these types of gifts. Calculations of tax deductions will vary based on applicable federal discount rates, which change on a monthly basis. Check for current deductions before completing your gift.