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Legacy Society

    

Our Hope for Tomorrow

 

At JFCS, we hope for a future where families are strong,
where elders
are cared for, and where children are safe.



The JFCS Legacy Society is comprised of donors who have confirmed us
as a beneficiary in their estate plans by listing JFCS in their will, trust, life
insurance, or retirement plan.

Gifts Anyone Can Afford 

  Make a gift now that costs nothing during your lifetime;

  Make a gift and receive guaranteed income for life;

  Make a gift and provide for your loved ones;

  Make a gift and Make A Difference in our community!

 Giving Options

You can donate to the JFCS Endowment or establish a fund of your own specific parameters you define.  Your giving options include:

Bequest Gifts
After providing for the needs of your loved ones in your will, you may choose to benefit organizations like JFCS that reflect causes personally important to you.

Lifetime Gifts
You can choose to establish a personalized fund with a modest initial investment and continue to contribute to that fund over time.

Life Insurance
Designate a fund created through annual premium payments.

Trust Gifts
Charitable trusts provide an annual income to the donor or a designated beneficiary for life (or another period of time as you specify).  Upon the death of the trust's beneficiary, the trust principal transfers to JFCS and becomes an endowment. 

Charitable Gift Annuities
You make a gift of either cash or stock and you receive an income for life, part of which is tax free. The payout amount is based on your age.

View Legacy Gift Confirmation form

View Declaration of Commitment form

FOR MORE INFORMATION ABOUT PLANNED GIVING OPTIONS, PLEASE CALL:

Frank Jacobson
(602) 567-8329

or

Gail Baer
(602) 452-4698

or

Carrol Gottfried
(602) 567-8313

The Legacy Society is a partnership with the Jewish Community Foundation of Greater Phoenix. To learn more about the JCF endowments and planned gift programs, go to www.jcfphoenix.org

 

 

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