Planned Giving With the JB Griffin Memorial Foundation

We are happy to accept deferred gifts as part of your estate planning process. The JB Griffin Memorial Foundation accepts planned gifts via bequests, charitable trusts, donations of real estate, and as a beneficiary of life insurance and retirement plans. Please contact our staff for more information.

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JB with Family

Planned Giving

Planned giving allows individuals to defer giving until a future date, either a number of years from now or at death. Planned giving can be accomplished through a variety of ways.

  1. Bequests – a gift made at time of death through either a will or a trust. This can include cash, investments or property. A simple line in your will or trust naming the Foundation as a recipient and the amount to be gifted will provide a future gift on your behalf. Please contact us to discuss specific uses of your bequest.
  2. Trusts – A charitable trust gift is designed to give you ongoing income, immediate tax relief and confirms your commitment to helping those in our community. With a Charitable Remainder Trust (CRT) as a part of your estate plan, assets are transferred to the trust where appreciated assets can be sold without incurring capital gains tax. A percentage of the Trust’s value is paid to the donor, with the remaining balance being paid to the charity.
  3. Life Insurance and Retirement Plans – Charities can be named as the beneficiary of life insurance policies and retirement plans.
  4. Real Estate – Real estate may be donated to a charity while allowing the donor to remain in the home for life (life estate).

Corporate Giving

Making a corporate donation is a simple and meaningful way to take a leadership role in the community to demonstrate to employees and customers that your company cares about the community in which we live and do business. Please consult a qualified financial professional/advisor for details before making a decision to name the Foundation as a beneficiary of any type of planned gift for tax implications.

Tribute Giving

Commemorate the life of a loved one, or honor someone special by making a gift on his/her behalf. Tribute gifts will be acknowledged in the following ways:

  • Honored individuals or groups will be sent a letter informing them of the Tribute Gift. The amount of the gift is not included.

  • For Tribute Gifts in memory of someone, a letter expressing sympathy and the sentiment made with the gift will be sent to the family. The amount of the gift is not included.

  • Tribute gifts may be made any time throughout the year. To make a tribute gift of less that $500, you can use our online contribution option.


For more information on tribute gifts and other giving opportunities with the Foundation, contact Les Cutter at 814.234.4460.