Planned Giving/Legacy

Your act of generosity, our longevity.

With planned giving, you can provide long-lasting support for Jones-Harrison while enjoying financial benefits for yourself.


Gift Options

Stocks and Bonds
Real Estate
Retirement Assets
Cash
Insurance

Are you ready to plan your will or trust? Learn how gifts of cash, securities and property provide tax and income benefits. Contact us today and we can help you discover the best planned gift to meet your goals.


How to Give

Bequest
IRA Rollover
Beneficiary Designation Gifts
Charitable Gift Annuity
Charitable Remainder Unitrust
Charitable Remainder Annuity Trust
Charitable Lead Trust
Sale and Unitrust
Bargain Sale
Give It Twice Trust
Life Estate Reserved

 

Contact Us About Planned Giving

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