Heritage Sociey

Planning for retirement, taking care of family and supporting the causes you are passionate about don't have to be mutually exclusive. As you think about these life decisions, we want to remind you that Junior Achievement of Tampa Bay offers planned giving options that can enable you to support our work in financial literacy education and meet your financial goals.

The recent economic downturn may have limited your ability to give as much as you would have liked. As you reevaluate your charitable plans, planned gifts are an alternative to help stretch your charitable dollars and open the door to a greater philanthropic impact. Also known as life income gifts, these arrangements allow you to transfer assets to a charity - cash, stocks, bonds, real estate - in exchange for term or lifetime income. Whether you want to take care of a loved one, reduce your estate taxes or realize capital gains tax savings on appreciated assets, planned giving is a tool that combines charitable giving with smart financial planning.

A charitable gift annuity, for example, is a way to create fixed income for life. For appreciated assets - even those that may have lost significant value in recent months - a charitable gift annuity is a great way to make a charitable gift and move these assets into an arrangement that provides guaranteed, lifetime income, rather than risking further depreciation.

To learn more about Junior Achievement's charitable gift annuities and other planned giving options please contact Richard George, President or call (800) 481-7599 ext. 27.

We would like to thank our Heritage Society Members:
Donna and David Beach
Sam Chechele
Emily Duty
Robin Lester
Pam and Les Muma
Scott Price