PLANNED GIVING- GIVING THROUGH YOUR ESTATE:
A charitable gift from your estate is a method of giving that enables you to achieve your financial and charitable goals while benefiting The JLM Foundation.
Giving through your estate plan may generate a charitable estate tax deduction and substantial tax savings. You may direct all or a portion of your estate to the Junior League of Miami Foundation, Inc.
Most donors leave their gifts to the Junior League of Miami Foundation, Inc. without restriction. Donors who wish to designate the use of any gift, whether made during their life or through their estate, will have that wish honored. If you would like to designate a portion or all of your gift for a specific program, please contact the Junior League of Miami Foundation for assistance to ensure your wishes are properly understood. Any donors who designate a planned gift become members of our Hope Society. Please advise the The JLM Foundation if you are designating a gift through your estate to The JLM Foundation.
A charitable gift from your estate is a method of giving that enables you to achieve your financial goals and benefit the Junior League of Miami Foundation, Inc. at your death.
Our Recommended Bequest Language
Here you’ll find our recommended bequest language for your legal counsel’s consideration when preparing your will or trust. This language will help you make generous gifts to our organization after your lifetime and help guarantee your wishes are carried out as you determine. This language is merely a suggestion. Please consult with your attorney as to the appropriate language.
Learn more here.
While most assets transfer through a will or a trust upon death, retirement plans and life insurance policies are governed by separate documents. Here you’ll find information for including the Junior League of Miami Foundation, Inc. via a beneficiary designation in those documents.
Learn more here.