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Contributing to The Julian Center through a gift from your estate can provide tax benefits for your loved ones and support our efforts to provide shelter and counseling to women and children who are victims of domestic violence in our community. Gifts can be made in the form of bequests, securities or stocks, life insurance, and retirement plan assets.
Bequests
A bequest is one of the simplest ways to assist victims of domestic violence by naming The Julian Center in your will. The bequest can be an exact dollar amount, an asset, or a percentage of or the residue of your estate. A charitable bequest can reduce capital gains taxes, protect your estate from excessive taxes, and leave a legacy to the community.
Sample wording for bequests to The Julian Center
- I hereby give and bequeath the sum of $10,000 to The Julian Center.
- I hereby give and bequeath 3,000 shares of General Motors stock to The Julian Center.
- I hereby give, bequeath, and devise all of the rest, residue, and remainder of my estate to The Julian Center.
- I hereby give, bequeath, and devise my residuary estate as follows: 10% to the Leukemia Society, 25% to Third Presbyterian Church, 25% to Butler University, and 40% to The Julian Center.
Life Insurance
Individuals can donate a life insurance policy they no longer need by naming The Julian Center as both the owner and beneficiary of the policy.
Retirement Plan
Assets, IRAs and employee pension plans with appreciated plan balances can pose significant tax problems for heirs, particularly children. Consider using all or part of these assets as a charitable gift to The Julian Center. Allocating a gift of retirement plan assets can be as simple as changing the designation on a beneficiary form with your company or employer.
Gifts of Stock
Contributing appreciated securities now or in your estate can avoid capital gains taxes, reduce estate taxes, as well as allow you to make a significant gift to The Julian Center. Your broker may transfer securities and you will receive credit for the full market value on the day of transfer.
How can I use planned giving to donate to The Julian Center?
For more information about any of these planned giving opportunities, please contact the Development Office at 317.941.2205. We advise that you also consult with your attorney or financial planner.
For more information on donating to The Julian Center, e-mail us by clicking here.
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