Supporting the Tradition of Excellence
Anyone can leave a legacy, and everyone can impact the lives that follow. Becoming a member of the Legacy Society demonstrates a solid commitment to Jackson Prep.
We look forward to connecting with you and your financial advisor to create a legacy plan that meets your financial and philanthropic goals. Handled properly, a prearranged gift may help you reduce, or eliminate, capital gains as well as gift and estate taxes. You may also realize immediate tax savings. Your meaningful gift will help to ensure that the excellence of the Jackson Prep experience will continue for generations.
By naming Jackson Preparatory School Foundation, Inc. as a beneficiary in your will or trust, or by naming the Foundation as owner of personal property or a new or existing life insurance policy, you will be generously supporting the mission and future of the school.
A planned gift is any major gift, made in lifetime or at death as part your overall financial and/or estate planning. Planned gifts include outright gifts that use appreciated assets as a substitute for cash; gifts that return income or other financial benefits to you in return for your contribution; and gifts payable upon your death or death of an heir.
Gifts that Return Income
These plans ensure you (and even a survivor) payments for life as well as substantial tax savings. You can convert low-yielding assets into a higher income stream. You transfer assets to the plan now, and Jackson Prep will receive the remainder after the beneficiary’s lifetime.
The following donors have documented a planned gift and joined our Legacy Society:
Through a planned gift to benefit the future of the school, you may experience the joy of making the maximum gift at the minimum cost. Leave a legacy and maintain the tradition of excellence for future generations at Jackson Prep. Let us help you find the perfect tax-wise gift.
Jean and Jack Carlisle
Barbara Fortenberry Hederman
The Estate of Zach T. Hederman
Laurie and Tony Huffman
Tish and Haden Hughes
Sara Beth Jordan
Leila and Sam, ’72, Lane
Dr. and Mrs. J. O. Manning
Len and Sally Martin
Jonelle and Gus Primos
Janet Clare Smith
Tricia, ’72, and Alan, ’72, Walters
D. Richard Younce, Jr., ’85