Planned Giving

Leave a Legacy of Achievement

Planned giving (also called gift or legacy planning) is a thoughtful approach to ensure the future of JA New York and our vital programs. Email us for more information on the planned giving options below, or call: 212-907-0070.

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Make a Gift of Stock/Securities

JA New York gladly accepts gifts of securities from individuals. A gift of stock may yield significant tax benefits for the donor:

  • Reduce federal and state tax on the capital gain
  • Receive an income tax deduction (federal and most states) for the full market value of your gift if you itemize deductions on your tax return and have held the assets one year or longer
  • Make a larger gift at a lower original cost to you

Provide for JA New York in Your Will or Trust

Do you have a will or trust? Your bequest naming JA New York as a beneficiary will provide future resources for our programs, and may be tax-deductible.

Designate an IRA or Other Retirement Plan Assets

If you have an IRA or other qualified retirement plan, you can designate JA New York as a beneficiary of all or part of the remainder of your plan.  You can make changes to your IRA or retirement plan by contacting your plan’s administrator and requesting a change of beneficiary form.

Name JA New York as a Beneficiary of your Life Insurance Policy

If you have a life insurance policy, you can choose JA New York as a beneficiary of that policy. You may also consider naming JA New York as a contingent beneficiary in the event that the loved one you named as primary beneficiary is no longer living at the time of your death.

Provide for JA New York in a Charitable Remainder or Lead Trust(s)

You can choose JA New York as a beneficiary, either as a remainder beneficiary of a charitable remainder trust, or as an income beneficiary of a charitable lead trust.

In retirement you start to contemplate what you really want to leave behind…hopefully something much more rewarding than material things.

– Bill and Ginny Halbert