Planned Giving
Planned or Legacy Giving
Over nearly five decades, JustDane has brought together people from all walks of life to partner with us. Our core values of inclusion, compassion, forgiveness and courage define our legacy. Now you can make your legacy a part of our legacy.
Your estate plans can help sustain the people and causes that you hold dear. Whether your estate is modest or exceptional, the thoughtful and well-advised choices you make about your legacy can open the way for you to advance values that mean the most to you.
What is planned giving?
A planned gift is a way to meet your personal financial goals while you provide JustDane with vital, long-term support.
Tailoring a gift to fit your financial, estate and tax plans has a number of benefits. You can gain tax rewards, maintain your financial security and make a truly meaningful contribution to JustDane’s future.
As you contemplate your aspirations for planned giving, please be aware that you can direct a bequest toward JustDane’s areas of greatest need, or you can focus on one particular area of our work that has special meaning for you.
We recommend that you consult with a professional adviser – a lawyer or financial consultant – to explore options that best align with your own financial position. They will consider your personal financial circumstances to help you receive maximum benefits from existing tax laws.
If you have questions or another way you would like to leave a legacy gift to JustDane, please contact Kathy Eckenrod at (608) 807-9107 or kathy@justdane.org. And we would appreciate it if you would let Kathy know if you are making a planned legacy gift.
Planned Giving Options
Bequest in a Will or Living Trust
You can make a provision in your will or living trust that directs a portion of your estate to a named beneficiary, such as JustDane. A bequest offers these benefits:
- Make a major gift while preserving these assets during your life.
- Reduce your federal estate taxes.
- Leave a legacy of goodwill that will serve vulnerable people in our community.
Cash, securities, real estate and tangible personal property, such as works of art, can be willed to JustDane through your estate. There are several ways to gift bequests, and there is specific language that needs to accompany these different gifts in your will. You can download our suggested bequest language for details, or contact Kathy Eckenrod at (608) 807-9107 or kathy@justdane.org if you have questions.
For legal purposes, please use JustDane Inc. Our Federal EIN is: 23-7298482
Beneficiary in a Life Insurance Policy, IRA or other Retirement Plan
Naming JustDane as the beneficiary of your life insurance policy, IRA or other retirement account is an easy way to support our mission and take advantage of tax benefits at the same time.
For legal purposes, please use JustDane Inc. Our Federal EIN is: 23-7298482
Please contact Kathy Eckenrod at at (608) 807-9107 or kathy@justdane.org if you have questions.
Gifts of Stock
If you are considering a gift of appreciated property, such as stocks or bonds, to JustDane, note these financial benefits:
- You receive a tax deduction for the full, current fair market value of the donated property.
- You avoid the capital gains tax and other expenses that would be incurred if the property were sold by you.
Stock transfer information:
JustDane Federal Tax ID number: 23-7298482
Charles Schwab & Co.
Park Capital Management
Attn: Alyssa Thompson
740 Regent St., Suite 400
Milwaukee, WI 53201
(608) 535-3850
DTC# 0164
Account # 9689-8600
Please contact Kathy Eckenrod at (608) 807-9107 with your questions.
For Estate/Financial Planners
JustDane, Inc. is a 501(c)(3) organization.
Employer Identification Number (EIN): 23-7298482
Legal Name: JustDane, Inc.
Address: 128 E. Olin Ave., Suite 202, Madison, WI 53713
Phone: (608) 256-0906
Fax: (608) 260-7845
Stock transfer information:
JustDane Federal Tax ID number: 23-7298482
Transfers will be handled through:
Charles Schwab & Co.
Park Capital Management
Attn: Alyssa Thompson
740 Regent St., Suite 400
Milwaukee, WI 53201
(608) 535-3850
DTC# 0164
Account # 9689-8600
Please contact Kathy Eckenrod at (608) 807-9107 or kathy@justdane.org when making a stock transfer, so she can alert Park Capital Management to be watching for the transfer. Kathy can also address any other questions you might have.
Document Your Wishes with FreeWill
JustDane partners with FreeWill, a secure tool that helps you easily create or update your will in just 20 minutes.
Having a will ensures that your loved ones are cared for and that your wishes are protected after your death. It allows you to:
- Designate guardians for minor children and pets.
- Distribute your assets and belongings according to your wishes.
- Create peace of mind for your family.
By using FreeWill, you’ll also have the chance to incorporate a gift to JustDane in your plans. This step is completely optional, but it would ensure our quality care is available to people facing life-limiting illnesses for generations to come.
Questions? Contact Kathy Eckenrod at kathy@justdane.org or (608) 807-9107.
If you have already included a gift to JustDane in your estate plan, please fill out this brief form so we can ensure our records are up to date and say thank you.