Planned Gifts: The Legacy Society
Planned gifts offer the opportunity for prudent, thoughtful giving that will help augment the Jamestown-Yorktown Foundation, Inc., endowments and ensure that our museums can build upon the strengths of our collections and educational programs.
Planned gifts can take many forms. Bequests and life income gifts offer opportunities for you to make a gift that benefits you, your heirs, and the Foundation. We recommend you contact your financial advisor to begin the conversation about which vehicle can help you achieve your financial and philanthropic goals.
For information on how to support the educational mission of the Jamestown-Yorktown Foundation through a bequest or other deferred gift, please contact Ms. Carter S. Sonders, Chief Development Officer, at (757) 253-4139 or at carter.sonders@jyf.virginia.gov.
Bequests: You may consider an outright bequest in your will of specific property, a dollar amount, or a percentage of your estate.
The following sample language may be helpful in preparing a bequest. Please consult an attorney for the specific language to be used in making your bequest.
Sample bequest language for a will:
I give, devise, and bequeath to the Jamestown-Yorktown Foundation, Inc., Williamsburg, Virginia, _______percent of my net residuary estate (or the sum of $________, the following described property, or the rest and residue of my estate after payment of the foregoing bequests). This is an unrestricted gift and may be used to further the purposes of the Jamestown-Yorktown Foundation, Inc.
Life Income Gifts: With a life income gift, you can make a significant gift to the Jamestown-Yorktown Foundation while retaining the income that your investments provide. These giving vehicles have numerous benefits that may include:
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Retained income during your lifetime and the lifetime of your spouse or beneficiaries
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A current charitable tax deduction
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Avoidance of capital gains tax
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An increased rate of return on highly appreciated, low-yielding investments
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Exclusion of the gift amount from your taxable estate
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The ability to support the Jamestown-Yorktown Foundation museums with a much larger gift than you may have thought possible
Life income gifts can include charitable gift annuities, charitable remainder trusts, charitable lead trusts, pooled income trusts, and retirement assets and life insurance.
The Legacy Society
The Legacy Society recognizes and honors those who have thoughtfully included the Jamestown-Yorktown Foundation in their estate plans. We thank those donors for their investment in the future of the Foundation and for their commitment to the legacies bequethed to us by those who founded our nation.
