Planned Giving

Planning your gift for JCC

You can support Jamestown Community College through a bequest, life insurance policy, pooled life income fund, charitable remainder trust, or any other type of deferred gift. Such plans may offer you significant and multiple tax benefits in addition to assuring the college of future resources for development. Trust agreements and gifts of real estate may provide financial advantages to you, the college, and your heirs. The JCC Foundation staff can provide you with information on these opportunities.

Types of planned gifts

A bequest is a gift given through an estate. It may be in the form of cash, securities, real estate, or other property. You can specify that the JCC Foundation is to receive a certain amount or percentage of your estate, particular assets, or the remainder of your estate after providing for heirs. Your attorney can provide the specific language necessary to establish a bequest under your will. The proper language is especially important if you plan to direct your bequest to a specific designated fund, or to establish a new fund under your bequest. In any event, we encourage you to share your final will provision with us so that we can ensure that your wishes will be properly followed and recognized.

A pooled life income fund is a charitable trust that permits irrevocable gifts of $5,000 or more from separate donors to be commingled for investment purposes.  The donor, the donor and their spouse, or a third party non-charitable beneficiary receives a proportionate share of the net income earned by the trust each year.  Upon the death of the donor or beneficiary, the gift is distributed to the JCC Foundation.