Legacy Society

Your life and legacy are worth planning.

Have you ever heard the terms estate planning, planned giving, or legacy giving and wondered what they meant? These are all terms for considering and taking action to ensure that your hard-earned resources go where you want them to after you pass away. If you own any asset of any value amount, legacy planning is for you.

There are a number of ways you can make JMLT part of your lasting legacy:

• Beneficiary designation forms are simple, easy, and available for a variety of accounts. Just call or visit your account administrator’s website to obtain the form. It only takes a few moments to complete it.

U Savings account

U Checking account

U Investment account

Color Pala e

U 401(k), IRA and other retirement accounts

• Bequest from your will or trust

U You can gift a specific dollar amount or asset

U You can gift a percentage of your estate

U You can gift from the balance or residue of your estate

• You can take advantage of tax-favored giving from your IRA or other retirement accounts.

U Anyone over 70 1/2 can make a qualified charitable distribution from their retirement account

U When you do, you do not pay income taxes that would otherwise be due

For more information or to inform JMLT you have included the organization in your legacy plans, please contact Kathleen Stavis at kathleen@jmlt.org (925) 293-4807 or return the envelope included in the newsletter with your information.