Planned Giving

Planned Giving

Start putting your trust in us – literally. Making JSY a part of your trust, bequest of endowment can start many years of giving.

SIX WAYS TO MAKE A PLANNED GIFT TO Just Say YES – Youth Equipped to Succeed

A gift in your will or living trust

A simple charitable bequest can provide very meaningful support to our mission as well as reduce the amount of estate and inheritance taxes paid. Bequests may be specific assets or amounts, or they may be proportional or residual in nature.

A gift of savings bonds

Many people have fully appreciated savings bonds. These assets cannot be donated during your lifetime without first being converted to cash and generating tax to be paid. By making a gift of savings bonds through your will, you can avoid this tax and support our mission.

A gift of retirement benefits

Naming Just Say YES as primary, partial, or contingent beneficiary of your retirement plan is a simple, practical gift idea. See your personnel office for the proper forms.

A gift of financial accounts

Most checking, savings and brokerage accounts can be bequeathed to Just Say YES through a simple “payable on death” designation with your financial institution.

A beneficiary designation on your life insurance policy

Without giving up ownership of your life insurance policy, you can still designate Just Say YES as a whole or partial death beneficiary. Contact your insurance company for a Change of Beneficiary form.

A gift of a new or existing life insurance policy

Many people have life insurance policies that are no longer needed for their original purposes. Such policies can be given to Just Say YES, and an income tax deduction can be taken for the cash surrender value. Plus, the annual premiums on a new or existing policy given to JSY irrevocably may also be tax-deductible.