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Home > Foundation > Ways of Giving

Professional Advisors

Welcome to Pensacola Junior College
Planned Giving

Thank you for your interest in Pensacola Junior College. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at PJC who now are benefiting from life income gifts and other plans. Thank you for taking the time to explore the benefits of gift planning.

Benefits for Family and Pensacola Junior College

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Capital Gains Tax Bypassed
Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. More on Capital Gains Tax Bypassed >>.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Pensacola Junior College. More on Easy IRA Gift >>.

A Bequest to Save Taxes
Thomas Merrick was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.

Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Patrice S. Whitten, CFRE
Executive Director

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact pwhitten@pjc.edu.

If you are a professional advisor, you may take the following steps on this site.