Become a Leadership Circle Member Today!

Including the Junior League of Phoenix Foundation (JLPF) in your final giving plans allows you to enjoy the benefits of a gift to charity while making a powerful statement about your love of the Phoenix Community.  Remembering the Foundation in your Will, Trust or other estate plans allows us to help hundreds of people in the Phoenix Community through the grant funding provided.  The Leadership Circle is our special way of recognizing those whose planned gifts ensure a healthy financial future for our organization and the Phoenix Community.  Leadership Circle gifts are so special because they truly ensure the future of the Junior League of Phoenix Foundation and the Phoenix Community.

How Can I Join the Leadership Circle?

There are many ways to benefit JLPF as you make final giving plans:

• Name the Foundation as a beneficiary in a Will or Living Trust
• Make a gift of cash or appreciated securities to establish a charitable gift annuity with the Junior League of Phoenix Foundation
• Create a charitable remainder trust (CRT) and name the Junior League of Phoenix Foundation as the beneficiary
• Name the Junior League of Phoenix Foundation as the beneficiary of a paid life insurance policy or a retirement account

Benefits for Leadership Circle Members

• Ensure the future of the JLPF and Phoenix Community
• Listed as a Leadership Circle Member in all publications
• Exclusive invitations to VIP Foundation Events
• Advance purchase of Holly Trolley Tickets

Beneficiary Designation Gifts

The simplest way to leave the balance of a retirement account and/or life insurance policy to the Junior League of Phoenix Foundation after your lifetime is to name the Foundation as the beneficiary of the account. You must complete the beneficiary designation form provided by your plan administrator. Never make a beneficiary change, however, before discussing your wishes with your professional adviser. This is a revocable designation, which can be changed at any time. When the Junior League of Phoenix Foundation or any other charitable organization is named as the beneficiary of an IRA or other pension asset, at the death of the IRA or pension plan participant, both income taxes and estate taxes are avoided, and the full amount of the remaining assets is distributed to the designated organization(s) for the purpose you designate. Once you have completed the necessary paperwork with your plan administrator, please click the "Join Today!" link below to complete the Estate Intention Letter to inform us of your plans and qualify for membership in the Junior League of Phoenix Foundation Leadership Circle.

Below are some sample forms for you to use:

Qualified Retirement Plan Beneficiary Designation

IRA Beneficiary Designation

Change of Life Insurance Beneficiary Designation

Change of Life Insurance Ownership and Beneficiary Designation

Join Today!

It is my/our pleasure to inform you that I/we have named The Junior League of Phoenix Foundation as a beneficiary of an estate gift. My/Our completing the attached form signifies my/our intention to keep in force in my/our estate plans a gift for the further benefit of the Phoenix Community. 

Understanding that my/our gift intention is completely revocable, I/we will inform you should I/we change our intent toward the foundation or should the dollar value of my/our estate’s potential donation significantly increase or decrease. I/We hope that our charitable intent will inspire others to contribute to the foundation.

For More Information

Our Board of Directors will be pleased to work with you and your attorney to craft the language for an estate gift that fits your needs and interests. 

We hope you’ll consider becoming a member of our Leadership Circle.  In doing so, we will be honored to list your name on our Leadership Circle (unless you wish to remain anonymous). 

Additional information for designation form:

 Tax Identification Number is 20-0662032

Mailing Address:

The Junior League of Phoenix Foundation

2505 N. Central Avenue

Phoenix, AZ 85004

jlphxfoundation@gmail.com

As with any decision involving your assets, we urge you to seek the advice of your professional counsel when considering a gift to Junior League of Phoenix Foundation.

"I support the Foundation because I care about the future of the JLP and want to ensure that JLP plays a vital part in our community." - Kay Thompson, Founding JLPF President