Planned Giving

Give a gift of Legacy. Your legacy is our future. Leaving a gift to JSAAHC through your financial or estate plans, ensures our next generation can partake in the exceptional cultural experiences and impactful programs that you value today.
There are many ways you can arrange an estate gift to help ensure that the Jefferson School will continue long into the future. Here are some planned gift ideas to consider and discuss with your financial advisor:
  1. You can transfer stocks and mutual funds to the Heritage Center.
  2. Include the Heritage Center in your will or living trust.
  3. Name the Heritage Center as a beneficiary on your life insurance.
  4. Retirement Plan Assets and IRAs: Make a no-cost gift and avoid double taxation.

Work with your financial advisor to learn more about using these charitable planning vehicles to support JSAAHC. We are also happy to assist you.

Need assistance? Contact us at 434-260-8724 x 303 or advancement@jeffschoolheritagecenter.org

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