Legacy Giving

Leave a legacy with JW House

Help JW House serve families facing medical crises for generations to come with a legacy gift. Unlike cash donations, legacy gifts are typically made from assets in your estate rather than disposable income, and may be fulfilled after your lifetime. Families and individuals at all income levels can make a difference by planning a legacy gift.

 

Bequests

A bequest is a gift of personal property that can be made through your will or living trust. Whether it be cash, specific items or assets, a bequest significantly impacts the longevity of our organization.

 

Retirement Plan Beneficiary

Naming JW House as a beneficiary to your retirement plan, IRA, 401(k) or 403(b) can be very tax efficient and can mean more funds for both JW House and your heirs.

Read More

 

Life Insurance

Naming JW House as a beneficiary to your life insurance policy may enable you to make a larger financial contribution at a fraction of the cost.

 

 

Get Started

If you are interested in planning a legacy gift or discussing legacy giving with our wealth advisor, please contact our Executive Director.

 

Let Us Know

If you have already created a legacy gift and wish to let us know about your gift, please contact our Executive Director.

 

Planned Giving Contact

Bettina Kohlbrenner
Executive Director
bettina@jwhouse.org
(408) 606-8545

Legacy Donor Spotlight

Linda Yuen photo

Linda Yuen

Linda Yuen started volunteering on Monday nights at JW House in February 2013 after spending many years as a teacher. For more than two years Linda’s compassion, kindness and strength helped hundreds of JW House guests while they cared for a loved one experiencing a medical crisis. Linda shared many stories and amazing photos from her trips to exotic places around the globe. Each of them a significant milestone as she lived her journey with stage 4 lung cancer. Linda would say, “Do not wait to enjoy life! I am grateful for my ‘extra’ time.” Linda enjoyed her service at JW House so much so that she kept her JW House badge with her during her hospital stays. Linda passed away on September 10, 2016, but continues to help families through a generous bequest of nearly $55,000 she left to JW House. We are grateful to Linda for her service, her financial support, and her friendship.