Join JCF’s Legacy Society

Give to JCF and make a difference far beyond the measure of one lifetime.

JCF’s Legacy Society recognizes individuals who have chosen to leave a lasting legacy in Jefferson County through an estate gift directly to Jefferson Community Foundation. Legacy Society participants have an enduring impact on the causes they care about by either supporting JCF operations or working with JCF to facilitate their charitable gifts.

Open a Legacy Fund

To ensure your charitable intent is met when your will is executed upon, you can establish a Fund at JCF that will be activated through a will, trust, designation, or other planned gift. There is no initial donation needed, though you are welcome to make one if you prefer.

Common types of Legacy Funds include:

Bequests

Bequests are the simplest and most common form of legacy giving. There are several ways to make a gift of money or assets through your will or trust to advance causes that have been important in your life. If you wish, you can make the bequest contingent on the condition that your primary beneficiaries do not survive you.

Beneficiary Designations

Some assets do not pass according to your will or trust, but instead, pass to the person or organization you name in a beneficiary designation. Two of the most common types are life insurance and retirement assets.

Charitable Trusts

Charitable trusts are highly tailored irrevocable planned giving arrangements that allow you to realize several benefits while also supporting causes you care about. For instance, you can establish a trust that supports you or your beneficiaries while you are alive and then gifts the balance to charities or that supports charitable causes for a specified term and then returns the underlying assets to your primary beneficiaries.

Partner JCF’s philanthropic expertise with your financial, estate, or tax planning team!

JCF recognizes that trusted professional advisors are a valuable source of information and counsel on strategies for legacy giving, and we are ready and able to enhance their ability to create a charitable plan that honors your interests in perpetuity.

To learn more contact Siobhan Canty at  (360) 385-1729 or send a message.