Planned giving

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Planned giving also referred to as legacy giving, is a way to make a significant gift to the Jacksonville Speech & Hearing Center that is integrated into your overall financial and estate planning. Unlike annual donations made from your discretionary income, planned gifts are typically made from your assets (like stocks, real estate, or retirement accounts) or as part of your will.  

A planned gift allows you to leave a lasting impact on your community. Your contribution ensures that future generations of children and adults in Northeast Florida, regardless of their ability to pay, have access to essential audiology and speech-language services. It is a way to "pay it forward" and ensure the gift of sound and speech remains available for all.  

There are several ways to include JSHC in your plans: 

•Bequests: A gift made through your will or living trust. You can leave a specific dollar amount, a percentage of your estate, or the "remainder" after family have been provided for. 

•Retirement Plan Designations: Naming JSHC as a beneficiary of your IRA, 401(k), or 403(b). This is often the most tax-efficient way to give. 

•Life Insurance: Naming the Center as a beneficiary of a life insurance policy. 

•Appreciated Securities: Donating stocks or bonds can provide significant tax savings by avoiding capital gains taxes. 

Not at all. Many planned gifts come from people of modest means who want to ensure their life’s work continues to do good. Whether it is a gift of $500 or $50,000, every contribution helps us provide screenings, hearing aids, and therapy sessions for those in need.  

Because JSHC is a 501(c)(3) nonprofit organization, most planned gifts provide substantial tax advantages: 

•Estate Tax: Gifts made via a will generally reduce the taxable value of your estate. 

•Income Tax: Gifts made during your lifetime (like stock or QCDs from an IRA) can provide immediate income tax deductions. 

•Capital Gains: Donating appreciated assets can eliminate capital gains taxes you would otherwise owe. 

**Note: We always recommend consulting with a financial advisor or tax professional to understand how these benefits apply to your specific situation.** 

Yes. While "unrestricted" gifts provide the most flexibility for the Center’s greatest needs, you can choose to designate your gift to a specific area, such as the Fund-A-Future Program, senior audiology services, or another project or program that inspires you.

To ensure your gift reaches us, your advisor will need our legal name and Tax ID: 

•Legal Name: Jacksonville Speech & Hearing Center, Inc. 

•Address: 1010 N. Davis Street, Suite 101, Jacksonville, FL 32209 

•Federal Tax ID (EIN): 59-0970718 

We would love to know! Notifying us allows us to thank you during your lifetime and ensures we understand your wishes for how the gift should be used. You can also remain anonymous if you prefer.