Leave a Legacy – Join the Junior State Planned Giving Society
Show that the Junior State mission to inspire young people to actively participate in their democracy is important to you by leaving a bequest in your will or trust. Your legacy gift can be a vital part of securing JSA’s future and ensuring our long-term impact. We invite you to become a member of this special group, created exclusively to honor and recognize people who share our vision by including the Junior Statesmen Foundation in their wills, trusts, or estate plans.
Your gift will be recognized publicly, unless you prefer to give anonymously. If you have already arranged for a bequest or other planned gift, we would like to honor your support. Please notify us and become a member.
Why make a gift from your estate?
You may be able to deduct part of your gifts as an immediate charitable contribution, reduce capital gains taxes, or retain or increase your retirement income. Most important, legacy and estate gifts are a lasting tribute to you and your family as donors, honoring a enduring commitment to engage young people in effective civic leadership.
What is the next step?
The most common and easiest ways to leave your legacy are through simple bequests, gifts from your IRA or life insurance plan, or gifts of appreciated securities. Please consult with your legal or financial advisor about the best way for you to provide for your personal priorities. Please notify us if you or your advisors have questions.
Making a simple bequest
Below is sample language that you may include in your will or trust. You may choose to include a specific dollar amount, or a percentage of your estate.
Unrestricted Bequest of Cash from Your Estate
“I give, devise and bequeath the sum of $ ________ to Junior Statesmen Foundation, a California nonprofit public benefit corporation, federal tax ID #94-605045, to provide support for its general purposes and mission.”
Unrestricted Bequest of a Percentage of Your Estate
“I give, devise and bequeath ____ percent [or 'all'] of the residue of my estate, whether real or personal and wherever located, to Junior Statesmen Foundation, a California nonprofit public benefit corporation, federal tax ID #94-605045 to provide support for its general purposes and mission.”
Making a Gift from your IRA or life insurance
You may name the Junior Statesmen Foundation as a beneficiary of your retirement plan. Often when these funds are left to an individual, they are subject to estate and income taxes, which can often be avoided when you leave these assets to a charitable organization like Junior State. You may choose to give through an IRA, 401k, SEP or SIMPLE plan. Consult your financial advisor and request a Change of Beneficiary form, and indicate that the Junior Statesmen Foundation is a charity that you designate to receive a percentage of these assets. You may also designate Junior State as a beneficiary of your IRA through a will or living trust.
You may also designate Junior State as a beneficiary of your life insurance policy. Request a Change of Beneficiary form and note Junior Statesmen Foundation as the sole or partial beneficiary of the policy.
Thank you for making an enduring difference!
For additional information please contact Matthew Patchell, Chief Development Officer, at firstname.lastname@example.org or 650.393.7656.