Planned Giving

Planned Giving

Planned Giving Supports Your Philanthropic Goals
Planned gifts include bequests, life insurance, gifts of stocks & securities, gifts of retirement assets, and charitable remainder trusts.

Including The Josselyn Center in your Will, enables you to create a lasting legacy that will continue to help people in need receive excellent, comprehensive and affordable mental health services for years to come. Bequests are fully deductible for Estate Tax purposes. Please consider updating your will to include The Josselyn Center today!

Life Insurance
A gift of your life insurance policy is an excellent way to make a gift to The Josselyn Center. If your life insurance policy is no longer needed or will no longer benefit your survivors, consider making a gift and help further the mission of The Josselyn Center.

Gifts of Stock or Bonds
Gifts of appreciated securities, including stocks or bonds, are a convenient way for you to make a charitable gift to The Joselyn Center. Potential benefits include:
• Avoidance of paying a Capital Gains Tax
• Receive a Charitable Income Tax deduction

Gifts of Retirement Assets
A gift of retirement assets such as an IRA, 401(K), 403 (B), pension, or other tax deferred plan is an excellent way to make a charitable contribution to The Josselyn Center.

Today, your retirement assets may be taxed if you leave them to your heirs. In contrast, The Josselyn Center, as a not for profit charitable organization, is not taxed upon receiving an IRA or other retirement plan asset.

Your estate will benefit from an Estate Tax charitable deduction for the gift to The Josselyn Center. To transfer your retirement assets to The Josselyn Center, contact your retirement plan custodian and complete a beneficiary designated form.

For more information about Planned Giving, please call 847.441.5600.