Estate Planning

In addition to family and friends, many people choose to remember charitable organizations they have supported over the years in their estate planning. You can ensure that your commitment to the community continues with a bequest to the Junior League of South Brevard through your will or trust. We welcome gifts of all sizes, and will use these funds to enable projects that will have the greatest impact on the lives of women and children, now and in the future.

For more information, contact the JLSB by emailing [email protected]

 

Charitable Bequests

Bequests are the most frequent type of planned gift made to charity. Your estate receives a charitable deduction for the full amount given, therefore your heirs pay no estate tax on the gift. We urge you to consult your attorney in preparing your will, and hope that the following language will be helpful in providing a bequest to the JLSB.

Sample Language for a Charitable Bequest

The following four types of bequests direct your gift to the Junior League of South Brevard.

  1. Percentage:

“I give, devise and bequeath to the Junior League of South Brevard, a nonprofit corporation of the State of Florida, located at 1501 Avocado Avenue, Suite 2, Melbourne, FL 32935 ____% of my estate.”

  1. Specific:

“I give, devise and bequeath to the Junior League of South Brevard, a nonprofit corporation of the State of Florida, located at 1501 Avocado Avenue, Suite 2, Melbourne, FL 32935

(Choose one)

1) The sum of $___________” , or

2) __________ shares of stock in ________________Company.”

  1. Residual:

“I give, devise and bequeath to the Junior League of South Brevard a nonprofit corporation of the State of Florida, located at 1501 Avocado Avenue, Suite 2, Melbourne, FL 32935 all the residue of my estate.”

  1. Contingent:

“In the event of the death of any of the beneficiaries, I give, devise and bequeath to the Junior League of South Brevard, a nonprofit corporation of the State of Florida, 1501 Avocado Avenue, Suite 2, Melbourne, FL 32935 (percentage, specific, or residual language as above).”