Planned Giving

Planned giving, which can involve a current gift for use now, a deferred gift for use in the future or a combination of the two, is a means of making a charitable contribution that maximizes tax and financial benefits for the donor. Planned gifts can be a one-time donation, a series of contributions over a defined period of time, or ongoing support. Making a planned gift does not require great wealth; only the desire to leave a legacy!

While many planned gifts are made through financial bequests in a will, other options include gifts of retirement benefits or life insurance proceeds; gifts of property (such as stocks, bonds, mutual funds or real estate); or using cash to create a gift annuity or charitable remainder trust. Recent tax changes that reduced the capital-gains tax on donations of appreciated property (including stocks, bonds, and mutual funds) have made this a more attractive option.

Suppose you wanted to establish a scholarship to recognize a client who is graduating from our program. The funding for the scholarship could come from an annual gift, while the future of the scholarship could be assured in perpetuity through the assignment of life insurance proceeds. You would have the pleasure of seeing the impact of your gift while maximizing your tax savings.

Planned gifts enable JTC to:

• Create and enhance client programs and services
• Expand operating resources and facilities
• Introduce technological improvements
• Establish community connections
• Fund scholarships and bursaries
• Respond to agency priorities

Our Supporters

Click here to view a list of our supporters.

How to Contribute

For more information about making a capital gift, please contact Nancy Bradley, Executive Director.  416-255-7359 Ext. 223, nancybradley@jeantweed.com.