FUND RESOURCES - JUST A "CLICK" AWAY!
RETAIN YOUR ADVISOR!
Gifts of $250,000 or more may qualify for an Individually Managed Fund allowing you to keep your investment advisor while getting the tax advantages and resources at a community foundation. Please refer to our Individually Managed Funds Policy. If you have any questions, we would be happy to set up a personal meeting.
Simplify your giving while maximizing your impact!
IT'S LIKE HAVING YOUR OWN FOUNDATION...ONLY EASIER
You’ve lived here. You’ve worked here. You’re part of this community's past and present. With as little as $10,000, you can create an endowment fund at the Jackson Community Foundation. The principle is never spent and earnings are used to make grants that meet our
community’s needs and your interests. For Jackson. For good. For ever.
CHARITABLE REMAINDER TRUST...RECEIVE INCOME FOR LIFE AND HELP YOUR COMMUNITY!
Cash, property, or other assets are used to fund the trust. The trust pays the donor, or a designated beneficiary, regular income payments for life. The donor receives an immediate tax deduction for the present value of the gift. The remainder of the trust transfers to JCF upon the donor’s death to create an endowment fund. The principle of the fund is never spent and earnings are used to make grants to the community, forever!