Other Planned Gift Vehicles

Retirement Accounts

One of the easiest ways to make a planned gift to the Thomas Jefferson Foundation is by making it the beneficiary of a retirement account such as an IRA, SEP, 401(k), 403(b), or other retirement plan. This beneficiary designation can usually be accomplished by completing a beneficiary designation form either by mail or online. Naming the Thomas Jefferson Foundation as a partial or full beneficiary of your retirement plan may result in significant income or estate tax savings.

Life Insurance

A low-cost way to make a significant gift to the Thomas Jefferson Foundation is to make the Thomas Jefferson Foundation the beneficiary or owner of a new or existing life insurance policy. If you continue to pay the premiums after the gift of the policy, you can receive an income tax charitable deduction when each premium is paid.

For more information about planned giving or to notify the Foundation of a planned gift, please contact Joshua Scott at (434) 984-9829, or e-mail us at jscott@monticello.org.

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