The Heritage Society

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.

If you have named Junior Achievement in your estate planning, you qualify to become a member of the Heritage Society. It’s as simple as completing this permission form and submitting it with your testimonial and digital photograph.

To discuss other types of assets including cash, properties, and investment securities, simply dial
JA President Larry Timm at (309) 258-0828. 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.