Leave a Legacy

Planned giving is a powerful way to leave a legacy that reflects your values and ensures that Jewish Family & Children’s Service (JFCS) can continue to serve vulnerable children, teens, adults and seniors for generations to come.

By making a legacy gift, you can support the programs that matter most to you, while also gaining potential tax advantages and creating lasting impact.

Ways to Give

Bequests and Estate Gifts

One of the simplest ways to make a planned gift is by including JFCS in your will or trust. You can choose to leave a specific dollar amount, asset or percentage of your estate. You may also name JFCS as a beneficiary of your IRA or other retirement plan. A charitable bequest can potentially reduce estate taxes, allow you to leave a meaningful legacy without affecting your current finances and ensure that your values live on beyond your lifetime.

Charitable Gift Annuities

Make a gift to JFCS and receive fixed payments for life. After your lifetime, the remaining value of your gift supports JFCS programs. A charitable gift annuity offers lifetime income for you or a loved one, an immediate tax deduction, partially tax-free payments and peace of mind knowing your investment is backed by JFCS rather than market fluctuations.

Named Endowment Funds

With a gift of $10,000 or more (payable over time), you can create a permanent Named Fund in your family’s name or in honor of a loved one. Funds can support general services or a specific program that’s meaningful to you. Benefits of a Named Fund include a lasting legacy, an annual impact report detailing your fund’s performance and community impact and the opportunity to personalize your fund with a dedicated webpage or donor announcement.

Donor Advised Funds

Establish a Donor Advised Fund (DAF) with JFCS to manage your charitable giving more strategically. A DAF provides an immediate tax deduction, allows you to recommend grants to charities over time and enables tax-free investment growth, all while simplifying your giving.

Other Ways to Give

Appreciated Securities

Donating stocks, bonds or mutual funds that have increased in value can be a tax-smart way to support JFCS. You may avoid capital gains tax and receive a charitable deduction for the fair market value of the asset.

Real Estate

Making a gift of real estate—such as a home, vacation property or land—can provide significant support to JFCS while offering tax advantages and potentially eliminating ownership burdens.

Life Insurance

You can name JFCS as a beneficiary of an existing policy or transfer ownership of the policy itself. This simple form of planned giving can provide a meaningful legacy with minimal out-of-pocket cost.

Start Your Legacy Today

Your planned gift to JFCS strengthens our ability to provide critical behavioral health, healthcare, and social services now and for generations to come. To learn more or notify us of your gift, please contact Tina Lopez, vice president of philanthropic services, at Tina.Lopez@jfcsaz.org or 602-402-1946. You may also reach out to our development team at info@jfcsaz.org or consult with your financial advisor.

The Legacy Society is a partnership with the Center for Jewish Philanthropy. Click here to learn more.

View Legacy Gift Confirmation Form
View Declaration of Commitment Form