“I wanted to give back to the community where I grew up. Making Jefferson County Area Agency on Aging part of my planning was a way for me to make sure my gift made an impact locally. Estate planning is helping my family and my community.”
– Anonymous Donor
The Jefferson County Area Agency on Aging services helped my parents to be able to stay in their homes throughout their lives. This was important to them and to me. The Agency helped them manage their care and achieve their goals for independence and dignity. It is important to me to contribute to help others through estate planning . “
-Dave L
*FOR INFORMATIONAL PURPOSES ONLY. PLEASE SPEAK TO YOUR ESTATE PLANNING TEAM FOR IN FOR MA TJON SPECIFIC TO YOUR NEEDS.
Annual income that can adjust over time. This may avoid capital gains tax on
appreciated assets. Income tax charitable deduction in year of the gift is possible.
Please see your planner for additional guidance.
Income tax charitable deduction in year of gift.
The donor can continue to live in or use property.
Please discuss specifics with your planner.
This may provide a current income tax deduction and estate tax deduction.
Please see your planner for additional guidance.
Estate tax benefits- see your estate planner for additional guidance.