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Testamentary Life-Income Gifts
(Gift illustration)

How it works

You write a will or revocable trust directing a bequest to JDRF.

You provide that the bequest first create a life-income gift benefiting your heirs.

After their income interest terminates, the remaining balance in the gift passes to JDRF.

Benefits

One estate asset can benefit both JDRF and your heirs.
Resulting charitable estate-tax deduction will lower the cost of providing for children and family.
Provisions are revocable during your lifetime, increasing your planning flexibility.

For more information

Email us, complete the personal illustration form, or call us at 1-877-533-4483 so that we can assist you through every step of the process.

Alan Berkowitz
National Director of Planned Giving
Juvenile Diabetes Research Foundation International
120 Wall Street
New York, NY 10005-4001
1-877-533-4483
plannedgiving@jdrf.org

JDRF recommends that you consult your tax or legal advisors
prior to making a planned gift.