Your support of Jacob’s Pillow can live on.
Create a legacy at Jacob’s Pillow. It’s easier than you think.
There are many ways to make a memorable and lasting impact at Jacob’s Pillow.
When you include us in your long-term plans, you join forward-thinking supporters who care about the future of Jacob’s Pillow. Be a visionary who believes in the tradition of giving and become a valued member of the Landmark Circle. Our members have the satisfaction of knowing that they are ensuring the Pillow’s continued success by providing a lasting legacy for dance.
Have you already included a gift to Jacob’s Pillow in your will? Let us know by filling out this quick form so we can thank you for your support and ensure our records are up-to-date!
“It was easy to do, and now as members of the Landmark Circle we know that our future contribution will go to an institution that we truly enjoy and will benefit the Pillow and its patrons after we are gone.”
—Carol & Bob Braun, Landmark Circle Members
Common ways of giving through your long-term plans
Gifts by Will or Trust
Start your legacy with Jacob’s Pillow with a gift in your estate plan. We’ve partnered with FreeWill, a free online tool that guides you through creating your will or trust in just 20 minutes! You can use this resource on its own or use it to document your wishes before finalizing your plans with an attorney. While creating your plan, it makes it simple to designate a planned gift to Jacob’s Pillow that leaves a lasting impact on the growth and inspiration of artists for years to come. Get started today!
Have you already included a gift to Jacob’s Pillow in your will? Let us know by filling out this quick form so we can thank you for your support and ensure our records are up-to-date!
Beneficiary Designations
Certain assets, such as an IRA, 401(k), and life insurance policy, are not included in your will! These are called non-probate assets, and beneficiaries for these assets must be planned for separately. Using this online tool, you can organize your assets and even name Jacob’s Pillow as a beneficiary of one or more to further your impact.
Retirement Plan Assets
A gift to Jacob’s Pillow using your IRA and qualified retirement plans such as 401(k) and 403(b) is one of most tax-wise ways to make a gift to charity. Distributions from these assets to heirs are usually subject to income and possibly estate tax, which combined can be as high as 70%. To avoid taxes and attorney’s fees for drafting documents, you make this gift simply by completing a beneficiary designation form from your plan administrator. You also have the flexibility of naming Jacob’s Pillow as the only or one of several beneficiaries.
Note: If you are over 70 ½ years of age, you can request a direct transfer from your administrator of up to $100,000 from your IRA. This gift also counts toward your required minimum distribution, making it totally tax-free. It’s as simple as visiting your IRA administrator’s website.
Life Insurance Policy
You can make a gift by naming Jacob’s Pillow as the full or partial beneficiary of a life insurance policy. This allows you to retain ownership of the policy and have access to the policy’s cash value, should you need it. Because you retain ownership, no charitable income-tax deduction is allowed at the time of your gift. However, your estate will be entitled to a charitable estate-tax deduction for death benefit paid to Jacob’s Pillow.
Other Gift Arrangements
We are here to provide sample bequest language, ideas on tax-smart ways to give, and to work with your family or advisors to discuss your options. Let us help you choose your best way of giving and how you can make a meaningful gift to Jacob’s Pillow.
“Jacob’s Pillow is a treasure for everyone. I joined the Landmark Circle to ensure the Pillow lives on for future generations of audiences, artists, scholars, and students.”
-Alexandra Warshaw, Landmark Circle Member
Sample Bequest Language and Contact Info
For more information or to notify us of your intention to join the Landmark Circle, please contact:
Lila Kanner, [email protected]
Information for Financial Advisors
Legal name: Jacob’s Pillow Dance Festival, Inc.
Federal tax ID number: 04-6002993
Address: 358 George Carter Road, Becket, Massachusetts 01223
Start Planning
I want Jacob’s Pillow to be part of my long-term plans
If you are thinking about making a future gift to Jacob’s Pillow, would you please let us know? We would like to assist you and your family in any way we can. Information you share will be kept confidential.
Jacob’s Pillow is part of my long-term plans
Have you already included a gift to Jacob’s Pillow in your will? Let us know by filling out this quick form so we can thank you for your support and ensure our records are up-to-date!
The information on this website is not intended as legal or tax advice. Please consult with your attorney, financial, or tax advisor.
Create a legacy at Jacob’s Pillow
Your support of Jacob’s Pillow can live on. It’s easier than you think.
