Legacy Support
Planned gifts such as securities, wills, trusts, and life insurance can help sustain PAVE's work long-term while fitting into a broader charitable and estate plan.
Giving Options
The legacy site offered practical explanations for each option. This page restores that level of detail so supporters can better understand how different planned gifts work.
Publicly traded securities, stocks, bonds, and mutual funds may be donated to PAVE at their present fair market value, including any paper profit in the asset. Gifts of appreciated assets may help donors avoid capital gains taxes that could be due if the assets were sold, and in many cases may allow an income tax deduction for the full market value on the day of the gift. Closely held stock may also be an option in some circumstances.
A bequest through your will is one of the simplest ways to direct a future gift to PAVE. You may choose to leave the remainder of an estate after family and friends are provided for, or you may direct a fixed gift. If you already have a will, your attorney may be able to amend it through a codicil.
Some donors choose to support charity through a trust. In a common charitable trust arrangement, property is transferred to the trust and invested over your lifetime, providing regular income to you, your spouse, or another designated beneficiary. When the trust ends, the remaining amount goes to the charity you have selected.
Life insurance has long played an important role in charitable giving. Some donors contribute an older policy they no longer need, while others name a nonprofit as beneficiary of a new or existing policy. This can be a meaningful way to turn modest annual premiums into a significant future gift.
Securities Transfer
The legacy PAVE site listed Edward Jones contact details for gifts of securities. That information is restored here as requested.
Financial advisor
Edward Jones
Josh Griep - Financial Advisor
203 Corporate Dr #200
Beaver Dam, WI 53916
Phone
(920) 887-7496If you are planning a securities gift, you may also contact PAVE directly so staff can help coordinate next steps.
Important Note
Planned gifts should be considered as part of your broader financial, legal, and estate planning.
Planned gifts may offer tax benefits depending on your situation. Please consult your attorney, financial advisor, insurance agent, or tax professional before making decisions about wills, trusts, securities, or beneficiary designations.