OFRENDA JÓVENES ADELANTE
Legacy Gift
Build your own ofrenda with a JA legacy donation.
What better way to be remembered by your family and loved ones!
Family first. Then think how many kids your legacy can support through school each year.
Your extended JA family will remember you every year.
Planned giving to Jóvenes Adelante is easy. You can take steps to help your own immediate or future tax needs, and leave a legacy of future SMA students of the next generation. In a time of complex financial instruments and planning, the simple steps are often the least obvious and smartest:
- Retirement Fund Assets: contact your financial institution and add Jóvenes Adelante A.C. to the beneficiary form;
- Appreciated stock: contact your broker or financial advisor to avoid US capital gains taxes any time it is beneficial to you;
- DAF Charitable Account Assets: contact your DAF and add Jóvenes Adelante A.C. to the beneficiary form;
- Life Insurance Proceeds: contact your financial institution and add Jóvenes Adelante A.C. to the beneficiary form;
- Non-Retirement Fund Assets: contact your financial institution and add Jóvenes Adelante A.C. to the beneficiary form;
- Real estate: remember Jóvenes Adelante A.C in your will (be sure to have a will set up in Mexico if the real estate is in Mexico);
- Any other assets: remember Jóvenes Adelante A.C in your will;
We are able and willing to ensure that any legacy is used exactly the way that suits you.
We can also arrange a meeting with a SMA notario if you are need of a Mexican will.
