Planned Gift

Leave a legacy and benefit future generations with a planned gift to Junior Achievement. By including just one line about Junior Achievement of the Upper Midwest in your will or revocable trust, you are stating with confidence that you want to join us in preparing today’s youth for future success. By participating in planned giving, you will also ensure your membership in the Schilling Family Legacy Society and your generous support will be recognized permanently on the legacy pillar in the Junior Achievement James R. and Patricia Hemak Experiential Learning Center.

A bequest is easy to arrange, does not alter your current lifestyle, and can be easily modified to address your changing needs. Please consider consulting with your tax professional about a planned gift to Junior Achievement.

Sample Gift Language
I give Junior Achievement Foundation of the Upper Midwest, #41-1872097, the sum of $_____ to be used for its general support.

or

I give Junior Achievement Foundation of the Upper Midwest, #41-1872097, ____ percentage to be used for its general support.

Questions? Contact LaChelle Williams, SVP of Development, at 651.255.0031 or lachelle@jaum.org.

DISCLAIMER
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State laws may further impact your individual results.