Your Legacy Giving Options
There are many rewarding ways to fund a planned gift:
Leaving a Bequest
Leaving a bequest in your Will is the most popular and easiest way to make a planned gift. It has little or no effect on your current finances and significantly reduces the taxes payable by your estate. Your gift can be made as a cash lump sum, a donation of a specific asset or a residual amount of your estate after other bequests have been paid.
Establishing an Endowment Fund
Give a gift in perpetuity by establishing a Family Fund with JFS. Managed through the Jewish Community Foundation, the interest generated by the fund is used to support a program or service of your choice.
Gift of Securities
Donating publicly-traded stock, mutual funds and options that have appreciated in value can be very tax advantageous. Donate securities directly to JFS and you can avoid paying tax on capital gains. You can download the form here: Gift of Securities
If you are a major gift donor gifting a flow through share can help you substantially reduce your after-tax cost of giving, and empower you to further support JFS.
*Please note that the information provided is general in nature. We encourage that you contact and consult your own legal and financial counsel in the development of your own financial estate plans.