Planned GivingOpportunities

A planned gift is a means of contributing to a registered charity while providing financial security for you and your loved ones. Planned gifts are easy to arrange and can offer attractive benefits such as significant tax savings and enhanced control in estate planning.

Estate planning is important for everyone, not just the wealthy. Planned gifts enable you to distribute your assets as you wish while minimizing taxes and maximizing the benefits to you, your family and the causes you believe in.

Your planned gift will strengthen the long-term financial security of Jewish Family Service Agency and will ensure we have the resources needed to provide meaningful programs and essential services to those individuals and families in their time of need – today, tomorrow and forever.

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 JFSA. Managed through the Jewish Community Foundation, the interest generated by the fund is used to support a program or service of your choice.[/expand]

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 JFSA and you can avoid paying tax on capital gains.

Gift of Securities Information and Transfer Form – click here for instructions and the form

Flow Through Shares

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 JFSA.

*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.

For more information on Planned Giving Opportunities with JFSA, please contact:

Audrey Moss, CFRE
Director of Development and Communications