Leave your legacy through a gift, as part of your financial and estate planning, that contributes to the future of an organization you care about and a mission you can confidently stand behind. Your gifts have a positive impact on the future of The Janus School, but also on the future for our students, their families, and our communities, too.


Planned Giving Opportunities

Planned giving donors often receive significant benefits through their commitments, including a possible reduction in income or estate taxes. There are many ways to provide a planned gift, from wills and trusts to life insurance policies, personal property, and more. See below for more insight on the planned giving opportunities available.

Ready to add The Janus School to your Planned Giving?
Contact your personal financial advisor or attorney for the best option available, based on your personal financial and giving goals.

Have questions or need more information?
We’re here to help. Reach out to learn more and ask any questions you may have.

Director of Development

Giving Opportunities

There are many paths available for those who wish to consider supporting Janus as part of their overall estate planning.

A Bequest is a gift made through a will or a living trust. It’s the most popular planned gift; the easiest to make; and costs nothing during a donor’s lifetime. A Bequest can be included in a new will or added to an existing will or living trust through a simple amendment called a codicil. A Bequest is usually a set dollar amount or percentage of an estate that goes to a nonprofit after the donor’s death.

Appreciated Securities
Stocks, bonds, and mutual funds that have increased in value and have been held for more than one year are popular assets to use when making a gift to The Janus School. Making a gift of securities or mutual funds offers you the chance to support our work while realizing important benefits for yourself.

When you donate appreciated securities or mutual funds in support of The Janus School, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.

Beneficiary Designations
It is very simple to name The Janus School as a beneficiary of assets such as IRAs and retirement plans, Life Insurance policies, and Commercial Annuities. Typically, the process starts by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider’s website. Make your desired changes and return the form to establish your gift. From an estate and income tax perspective, these planned giving options often provide benefits to a donor’s heirs.

Real Estate And Other Property
Under certain circumstance, The Janus School may accept a gift of real estate or other property. We would be happy to discuss your interest in making this type of gift to The Janus School.

Qualified Charitable Distribution (QCD)
A Qualified Charitable Distribution (QCD) is a contribution to a qualified nonprofit organization, such as The Janus School, made directly from an IRA (Individual Retirement Account). A QCD can help you reach your Required Minimum Distribution (RMD) without having to pay income taxes on your donation.

A few general rules about QCDs:

  • You must be age 70½ or older.
  • Gift must be made from an IRA, not other retirement plans such as 401k, 403b, or SEP accounts.
  • Maximum distribution per year is $100,000 per individual (or $200,000 for joint filers with separate IRAs). The 70½ age should not be confused with the old Required Minimum Distribution (RMD), which is now at 72.

Donor Recognition Opportunities for Planned Gifts:
“The Janus School has an array of space naming opportunities, and opportunities for donors to create permanently endowed teaching or scholarship funds. Janus is also happy to receive gifts “In Honor of” and “In Memory of” family, friends, teachers, and other loved ones. Please contact Director of Development at for more information.”


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