Planned Giving
Planned Giving: Leave a Lasting Legacy with Junior Achievement of Tampa Bay
At Junior Achievement of Tampa Bay, we are dedicated to empowering young people to own their economic success, plan for their future, and make smart academic and economic choices. With programs like JA BizTown, JA Finance Park, and 3DE Schools, we equip students with the tools they need to build brighter futures. But none of this is possible without the generosity of donors like you.
Why Planned Giving?
Planned giving allows you to align your financial and charitable goals while ensuring that your legacy supports Junior Achievement’s mission for years to come. These thoughtful contributions go beyond immediate gifts, allowing you to make a profound difference in the lives of students, families, and the community at large.
Ways to Give:
Donor Advised Funds (DAFs): If you manage charitable giving through a Donor Advised Fund, consider making Junior Achievement a beneficiary. Your contribution through a DAF can provide ongoing support to our programs, ensuring sustained impact over time.
Join the Legacy Society: Leave a lasting imprint by naming Junior Achievement of Tampa Bay in your will or estate plan. As part of our Legacy Society, you’ll ensure that future generations will continue to benefit from our educational programs. Legacy Society members are recognized for their dedication to providing life-changing opportunities for youth.
Use the Widget Below to Start the Donor Advised Funds Process!
Legacy Society
The Legacy Society is a special community of forward-thinking donors who honor the past while boldly investing in the future—and we would be so proud to count you among its visionary members.
When you decide to include Junior Achievement of Tampa Bay in your estate plans, you join a special group of supporters who understand the powerful and lasting change Junior Achievement makes for children throughout the Tampa Bay region.
With your legacy gift, you are not only helping to sustain our mission—you are planting seeds of opportunity for generations of students who will one day explore, dream, and lead – because of you.
To learn more about supporting Junior Achievement of Tampa Bay through a planned gift, please contact:
Christina Roberts
Chief Development Officer
christina.roberts@ja.org
Office: 813-605-1765
Mobile: 813-917-1141
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When you name Junior Achievement as a beneficiary of your will, trust, or retirement plan, you will become a member of The Legacy Society, a special group of supporters who understand lasting impact JA makes on children throughout the Tampa Bay Region.
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For those over 70½, making a QCD directly from your IRA to Junior Achievement counts toward your required minimum distribution and is excluded from your taxable income, which could potentially lower your overall tax burden.
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Donating appreciated stock is a meaningful and tax-efficient way to support Junior Achievement. When you give stock that you’ve held for at least one year, you may be able to avoid capital gains taxes and still deduct the full market value of your gift, up to the limits allowed by the IRS. It’s a smart way to maximize your impact while investing in the future of our students.
Please contact us to let us know that you will be transferring shares of stock to Junior Achievement’s brokerage account and provide the type of stock and the number of shares you plan to donate.
Any information should be reviewed by your legal or financial advisors to determine whether it is applicable to your circumstances.