Ensure a Lasting Legacy

How would you like to be remembered? We all want a better life for ourselves, our families and our children, and for the communities where we live and work. Leaving a gift to JVS SoCal in your will and/or Living Trust is an opportunity to communicate your values and dreams for the future that your grandchildren will inherit.

Started with a generous gift by the Powell Family, the JVS SoCal Legacy Society ensures that our life-changing programs and services will continue to endure and empower individuals and families to achieve economic independence.

We hope you will consider joining our Legacy Society by including JVS SoCal in your estate plan or other philanthropic activities. You will be making a gift that continues to give over time, helping countless individuals and families achieve more stable and productive lives. And your generosity will be recognized by future generations.

Donor Recognition

Members of our JVS SoCal Legacy Society will be recognized (unless you request anonymity) in our Annual Reports, Website, and on our prestigious Wall of Honor located at JVS SoCal Headquarters in Los Angeles. You will also receive special invitations to meet and hear from our Agency’s leadership, receive our annual Legacy Society Newsletter, and have access to naming opportunities.

For Legacy Society membership eligibility requirements, contact Randy Lapin, Sr. VP of Philanthropy at (323) 761-8598 or at rlapin@jvs-socal.org.

Design a Plan That Works for You

Philanthropy is a proud tradition and a valuable and effective financial planning tool for individuals and families. A gift to JVS SoCal may reduce your income taxes and estate taxes, and help you avoid long-term capital gains taxes on appreciated securities. We are available to work with your legal and financial advisors as you formulate your plans.

For more information, contact Randy Lapin, Sr. VP of Philanthropy at (323) 761-8598 or at rlapin@jvs-socal.org.

Other planned giving options to consider:

BEQUESTS, WILLS AND LIVING TRUSTS
You have the opportunity to create a personal legacy by including a provision in your will or living trust for JVS SoCal. A bequest can also provide a significant estate tax deduction. It also ensures that your money is directed to a cause of your choosing while reducing government and probate costs.

INCLUDING JVS SoCal IN YOUR WILL OR LIVING TRUST
You can include JVS SoCal in your will or living trust and ensure that your support will continue in perpetuity. You can use one or more of the following paragraphs to include in your estate plan:

Dollar Amount: “I give, devise and bequeath to JVS SoCal – Federal Tax I.D. number is 95-1691012, a California non-profit public benefit corporation, 6505 Wilshire Blvd., Suite 200, Los Angeles, CA 90048, the sum of $ ______________.”

Specific Property: “I give, devise and bequeath to JVS SoCal – Federal Tax I.D. number is 95-1691012, a California non-profit public benefit corporation, 6505 Wilshire Blvd., Suite 200, Los Angeles, CA 90048, my interest in (describe the property and exact location).”

Percentage of Residue: “I give, devise and bequeath to JVS SoCal – Federal Tax I.D. number is 95-1691012, a California non-profit public benefit corporation, 6505 Wilshire Blvd., Suite 200, Los Angeles, CA 90048, ________ percent of the residue of my estate.”

CHARITABLE REMAINDER TRUSTS
If you have highly appreciated, low yield assets, consider transferring those assets to a charitable remainder trust. Benefits can include no immediate capital gains tax, reinvestment of the full proceeds of the sale, higher income from a formerly low-yield asset, and a charitable income deduction.

LIFE INSURANCE
If you wish to make a larger contribution to JVS SoCal than you are currently able to, a life insurance policy may be the way to accomplish your goal. By transferring ownership of a paid policy to JVS, you can benefit from an immediate income tax deduction while leaving a lasting legacy.

GIFTS OF STOCK AND/OR APPRECIATED SECURITIES
Although a monetary gift is the easiest way to donate, you may find the most tax-advantaged way to make an outright gift is by donating stock or other appreciated property that you have owned for more than a year. We will work with you and your advisers to plan your gift in the most effective way to meet your needs and circumstances.

ENDOWED GIFTS
An endowment gift to JVS SoCal today provides a brighter picture for our future. When you make a donation to our endowment fund, you give a gift with both immediate and long-term benefits. Endowment donations are invested. A portion of the annual income from the investment is used to address immediate needs at JVS SoCal. The remaining funds are reinvested to ensure indefinite support.

For all Planned Giving needs, please contact Randy Lapin, Sr. VP of Philanthropy at (323) 761-8598 or at rlapin@jvs-socal.org.