Another Way to Help JA

July 25, 2016 | News & Events

I have been on the board of Junior Achievement of Kentuckiana for six years. Watching the kids have fun, and learn valuable life skills, is priceless. I had the opportunity to teach a class to my twin kindergartners. The students learned about “Needs vs. Wants”. They also learned different ways to earn money, and why it is important to save money. As a financial planner, I know that learning how to save money is a skill that will be of great value to them for the rest of their lives.


In addition to my two boys, Junior Achievement was able to work with more than 62,000 children in 2016, but there were still a number of students that did not have an opportunity to participate. Additional funding would allow Junior Achievement to help prepare many more students (today and in the future) to succeed in their journey that lies ahead.


I realize that your budget might be tight, and you may not have a chance to be as charitable as you would like. That’s OK! Some of the most meaningful gifts Junior Achievement of Kentuckiana receives are gifts that people give us after their lifetimes.


A gift in your will can be given as a set amount or percentage of your estate or made contingent upon certain circumstances. This gift ensures that you and your family have the resources you need now and that Junior Achievement of Kentuckiana will have the needed support in the future.


For sample language you can share with your attorney to complete a gift in your will, please contact me at 502-638-4850.


You can name Junior Achievement of Kentuckiana as a beneficiary of all or a percentage of your retirement plan assets or life insurance policy. All you have to do is fill out the respective beneficiary designation form, which you can request from your plan or policy administrator. You remain in complete control of these assets during your lifetime and can spend the money as you wish. By naming Junior Achievement of Kentuckiana as a beneficiary, you simply allow for any leftover funds, or portion of those funds, to transfer to the organization after your lifetime.


Andy Southworth, CFP®, CRC®, CLTC®


Kentucky Planning Partners