Leaving a Remarkable Legacy

You share JDRF’s vision of a world without type 1 diabetes (T1D),
and so you understand that the research necessary to realize this
vision is costly and takes time. Legacy gifts help JDRF ensure that
current groundbreaking research does not slow down and that
we continue to fund a pipeline of promising opportunities that will
produce better outcomes for people with T1D until we can prevent
this deadly disease and deliver a cure. Your generous support of
JDRF is one of the reasons we are the global leader in T1D research.
In the past two decades alone, JDRF has received $100 million from
wills, trusts and other planned gifts to support the fight against T1D.
Making a planned gift provides important tax and financial benefits,
but the real gift you are making is ensuring funding so that together
we can provide hope for a future without T1D.

 

Five Ways to Leave a Remarkable Legacy
1.BEQUEST IN YOUR WILL OR LIVING TRUST
A specific amount to JDRF:
I give and devise to JDRF OR to the chapter
of JDRF, a nonprofit organization with headquarters in
New York, NY, the sum of $ to be used for
its general support (or to be used exclusively to support
diabetes research).
A percentage of your estate:
I give and devise to JDRF OR to the chapter
of JDRF, a nonprofit organization with headquarters in New
York, NY, a (state a percentage) of the rest, residue and
remainder of my estate, both real and personal, to be used
for its general support (or to be used exclusively to support
diabetes research).
2. BENEFICIARY OF YOUR LIFE INSURANCE POLICY, 401K,
IRA OR OTHER RETIREMENT ACCOUNT:
Update your beneficiary designation form provided by
your insurer or plan administrator to name JDRF a
beneficiary. A notarized spousal consent may be required.
Legal Designation: JDRF, International
Address: 26 Broadway, 14th Floor, New York, NY 10004
Tax-ID: 23-1907729
Phone Number: 800-533-2873
3. BENEFICIARY OF YOUR DONOR ADVISED FUND (DAF)
Complete your fund’s succession plan form to designate a
portion, or all that remains in your DAF, to JDRF.
4. PAYABLE ON DEATH (POD) BENEFICIARY OF YOUR
BANK, CREDIT UNION OR BROKERAGE ACCOUNT
Use a POD form provided by your financial institution
to name JDRF as a beneficiary. Your account will pass
directly to JDRF. Several states have laws requiring POD
beneficiaries to be natural persons.
5. A DONATION THAT PROVIDES YOU WITH AN INCOME
STREAM AND JDRF WITH IMPORTANT FUTURE SUPPORT
Contact JDRF’s Planned Giving department to establish a
charitable gift annuity or a charitable remainder trust. You
can also create a charitable remainder trust with support
from your attorney and financial advisors.
Learn more about how you can ensure T1D research continues
until a world without T1D becomes reality by visiting
jdrf.org/plannedgiving. Donors are urged to consult their tax
and financial advisors regarding planned gifts to JDRF.

 

If you have included JDRF in your plans, please complete our online form at jdrf.org/BETAForm or contact
Alan Berkowitz at aberkowitz@jdrf.org or 877-533-4483.