Gift & Estate Planning: Memorial & Tribute Gifts

Memorial or Tribute Gifts
September 2, 2019 Shawn Sweeney

Join many of our supporters who have named the Jane Goodall Institute as a beneficiary of their estate plans. You can share your legacy with JGI in helping us ensure that generations to come will continue Jane’s vision for a more harmonious world for all living beings.

Donor Receives The satisfaction of knowing that a meaningful gift to the Jane Goodall Institute has been arranged.
Tax Savings Federal estate tax deduction for amount bequeathed to charity.
Other Advantages to the Donor Opportunity to make a substantial gift to the Jane Goodall Institute without depleting funds needed during life. May be revised at any time.
The Jane Goodall Institute Receives A substantial gift to further its mission.

Gifts via wills and living trusts are popular because they are easy to arrange and may be changed at any time you choose, providing maximum flexibility.

Your will or living trust is a list of instructions that will guide others in how you would like your property, whatever it might be, to be distributed once you pass away. You will enjoy peace of mind knowing that your property will be put to good use when you no longer need it, yet your cash flow will not be affected today.

The various ways that you can customize your will or trust to suit both you and your loved ones and also the charity of your choice are shown below.

HOW IT WORKS:

  • You can give the remainder, or residue, of your estate to the Jane Goodall Institute. The remainder is what is left after all other bequests to friends and loved ones are satisfied. Such gifts insure that family and loved ones are taken care of first, with anything remaining going to the Jane Goodall Institute or other charities.
    You can designate that a certain percentage of your estate be given through your will or living trust.
  • You can leave a specific dollar amount to JGI. A gift of a particular amount may be designated for general use or for a charitable recipient’s special need.
  • You can provide for a gift of a specific property. Real estate, stocks, and other items of value are examples of properties that can be used to fund charitable bequests
  • There is currently no limit on amounts deductible from federal gift and estate taxes for charitable gifts made via a will or trust, so no tax will be due on assets given in this way. In addition, the gift is usually exempt from state inheritance taxes.

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