Donations through Estate Planning
Through effective gift planning many Jackson-Feild Homes’ donors are able to balance their personal estate goals with their charitable interests while realizing important tax benefits. A variety of plans and instruments are available ranging from a simple bequest to a more complex trust agreement.
Planned giving or estate planning are unique and suited to the individual needs and desires of the donors. No two estate plans or planned giving documents are alike. Each reflects to donors interests, desires, capabilities and priorities of the person for whom it is prepared. A good estate plan will result in the best management of your assets now and later, for your loved ones. It can include many aspects including retirement planning, life insurance, trust instruments, and others. In virtually every instance, an estate plan should include a will.
Donors who have chosen to include Jackson-Feild Homes in their estate plans can become recognized as a member of our 1855 Legacy Society. Not only does this society recognize the year Jackson-Feild was founded, but it also recognizes special donors who serve as an inspiration for others to follow their lead. We suggest you contact your financial advisor for specific ways that are specific to your circumstances. Any gifts of stock may be transferred to our brokerage account:
Davenport and Company
Henry Valentine, II Broker
There are may ways to donate to Jackson-Field Homes through estate planning. These include:
- Bequests in Your Will
- Charitable Trusts
- Gift of Life Insurance
- Gift of Retirement Plan
- Gift of Real Estate
- Life Estate Gift
- Sale of Appreciated Stock
- Gift of Securities
- In Kind Gifts of Goods and Services
Jackson-Feild is happy to discuss what you need to do to help the children in our care. When you make a gift to Jackson-Feild, you help transform young lives and support residential and community based treatment programs which help children and families achieve success in their lives. We are grateful that you are considering a gift to us.
If you have any questions or would like help deciding which charitable option best meets your planned giving needs, please contact our Director of Development Tod Balsbaugh at ODA0IDM1NC02OTI5. You may also email Mr. Balsbaugh at dGJhbHNiYXVnaEBqYWNrc29uZmVpbGQub3Jn.