Leave a planned gift in your will
Gifts made by will are one of CJR’s most important sources of charitable support. Unrestricted bequests are most valuable, as they can be used wherever need or opportunity is greatest.
You may leave CJR:
- A percentage of your residual estate (what remains after gifts to loved ones and expenses have been paid)
- A stated dollar amount
- A specific asset, such as securities or other marketable property
Language that may be used to include CJR in your will or estate plan:
I give, devise, and bequeath to the CJR Fund, Inc., of Litchfield, Connecticut, a nonprofit corporation existing under the laws of the State of Connecticut, ___% of my residuary estate to be used for its general corporate objectives and purposes.
I give, devise, and bequeath to the CJR Fund, Inc., of Litchfield, Connecticut, a nonprofit corporation existing under the laws of the State of Connecticut, the sum of $___, to be used for its general corporate objectives and purposes.
All the rest, residue, and remainder of my estate, whether real or personal property, whether now by me owned or hereafter acquired, and wherever located, I give, devise, and bequeath to the CJR Fund, Inc., of Litchfield, Connecticut, a nonprofit corporation existing under the laws of the State of Connecticut, for its general corporate objectives and purposes.
When making or changing a will, CJR suggests that you consult with your financial advisor and attorney.
We hope you’ll let us know when you have named CJR in your will or trust so we can thank you, invite you to be a member of The Buel Society, and recognize you in our annual report.
Name CJR as a beneficiary
Naming CJR as a beneficiary on your retirement account or life insurance policy is a simple and powerful way to support our mission. Ask your retirement plan administrator or financial institution for a change of beneficiary form.
Please list us as:
LEGAL NAME: CJR Fund, Inc.
Hedy Barton, CFRE
Director of Development
CJR / CJR Fund, Inc.
550 Goshen Road, P.O. Box 161,
Litchfield, CT 06759
Telephone: (860) 567-9423, ext. 1252
Bank and investment accounts and commercial annuities
You can leave a legacy by naming CJR as a transfer-on-death (TOD) or payable-on-death (POD) beneficiary on a bank or investment account, or a commercial annuity. Check with your financial institution to see if this option is available to you.
Life insurance policies
If you have a life insurance policy that is no longer needed for your family, designating CJR as a beneficiary is a simple way to support our work.
Charitable Gift Annuities
Charitable gift annuities provide a fixed life income for up to two donors and a charitable deduction equal to the estimated gift portion of the annuity. A charitable gift annuity may be arranged with CJR Fund, Inc., by contributing cash or marketable securities in exchange for the agreement by CJR Fund, Inc., to provide the donor an income for life at a rate based on the age of the annuitant. Up to two lives may be included in the annuity contract, with CJR becoming the beneficiary of any funds remaining after the death of the annuitant(s).
The Buel Society
Named in honor of CJR’s founding benefactress and original legacy donor, Miss Mary T. Buel of Litchfield, The Buel Society recognizes those who have included CJR in their estate plans. The vision and spirit of generosity demonstrated by such special friends enables CJR to enhance its quality of services. Members of The Buel Society are recognized in CJR publications (or may be anonymous, if desired).