Planned Gifts
There are many ways to plan gifts of lasting
significance to benefit children and adults with
disabilities through St. John's Community Services.
The following information on charitable planned
gifts describes some gift options used in estate
planning.
A Bequest allows you to bequeath a specific
amount of money, a percentage of your estate,
or a specific property to St. John's Community
Services through a bequest—a gift through
your will or a codicil to your will. Through your
bequest, you retain full control of your assets
throughout your life and you make a significant
gift in support of people living with disabilities.
To make an unrestricted bequest to St. John's
Community Services, the following sample wording
is suggested:
“I give, devise, and bequest to St.
John's Community Services with headquarters
located in Washington, DC (specific dollar amount,
percentage, or remainder of estate) to be used
by its Board of Trustees to carry out its objectives
and purposes.”
Life Insurance Policies offer you the
opportunity to name St. John's Community Services
as a beneficiary to receive all or a portion of
the proceeds of a life insurance policy.
Retirement Annuities or Pension Funds
may exceed your needs or you may find such plans
are potentially subject to the federal excise
tax on over-funded retirement plans. You may find
it useful to make a future (or current) charitable
gift of these funds to St. John's Community Services.
Consult your tax advisor and retirement plan administrator
to determine how this type of charitable gift
can be set up to meet your needs.
For more information on these and other options,
please contact George Liacopoulos
at (202) 274-3402 or gliacopoulos@sjcs.org.
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