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 a 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 Madison-area Urban Ministry (dba JustDane). 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 Madison-area Urban Ministry (dba JustDane). 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.
Sample Estate Gift Language
Estate Planning Language
Contact information: Kathy Eckenrod, development director
kathy@justdane.org, (608) 807-9107
Charitable bequests can be simple to implement and they offer the benefactor a great deal of flexibility. Gifts can be established through a percentage of the estate, a specific dollar amount, or a specific asset.
Mailing Address:
JustDane
2115 S Park St,
Madison, WI 53713
Legal name: Madison-area Urban Ministry, doing business as JustDane
Federal 23-7298482
Sample Estate Gift Language:
Unrestricted Use:
I/we give $_________ to Madison-area Urban Ministry, doing business as JustDane, located in Madison Wisconsin, for its charitable purposes. These funds shall be held and administered for the provisions of JustDane.
Restricted Use:
I/we give $_________ to Madison-area Urban Ministry, doing business as JustDane, located in Madison, Wisconsin, to support area to be supported. The funds shall be held and administered for the provisions of JustDane. Madison-area Urban Ministry, doing business as JustDane
The mission of JustDane has always been to inspire hope and create change at the individual level and community level. JustDane would not be where it is today without the wonderful people who participate in, and give life to, its programs. Tyrees Scott is one of these people. He is the embodiment of hope, change, and perseverance. Born in Chicago and raised in Madison, Wisconsin, Tyrees dealt with struggles while growing up, and as a young man he was incarcerated. Despite tribulations after his release from prison, Tyrees decided it was time to change his life around. He made a promise to himself that he would not end up incarcerated again, and he has lived up to exactly that.
Kim’s Story