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Leave a meaningful legacy to Jewish Family and Children’s Service by making a distribution from your estate. Whether you support a specific program, honor a loved one as a Named Fund, establish an endowed fund to exist in perpetuity, or give outright, you can support what is most important to you.
Your benefits include:
You can make a generous gift and receive a stream of payments to you and/or a loved one – all while generating valuable tax benefits.
How it works:
Your benefits include:
Donors who are 72 or older (or who turned 70 ½ by December 31) can direct all or part of the required annual minimum distribution (up to $100,000 per individual) from a traditional IRA to JFCS. By doing so, you pay no taxes on the distribution while helping our neighbors most in need.
Your benefits include:
How to make your gift:
Establishing a Named Endowment Fund is a wonderful way to provide support for the most vulnerable in our community now and for future generations. This giving opportunity enables you to contribute to JFCS (or a specific JFCS program that is especially meaningful to you), to memorialize a loved ones, or to commemorate a special occasion. With a gift of $10,000 or more (which may be paid over four years) you will create an endowment that lasts into perpetuity for generations to come.
Donor Benefits:
Your JFCS Donor Advised Fund serves as your own private “mini-foundation,” providing a streamlined way to achieve your charitable goals.
How it works:
Your benefits include:
With a gift of appreciated stock, you support people in need while bypassing capital gains taxes and receiving substantial income tax deductions. Click here for stock donation instructions
Transfer ownership or make JFCS the beneficiary of a policy by requesting and completing a form supplied by your life insurance company. By doing so you may avoid certain taxes to you and your heirs.
By gifting real estate to JFCS you can claim a charitable tax deduction based on the full market value of the property. You also avoid capital gains taxes and eliminate certain costs associated with the transfer of real property.
Because special IRS regulations, such as substantiation of value through a “qualified appraisal” and depreciation recapture, apply, it is especially important to obtain professional advice if you are considering this option.
Giving retirement assets—for example, from your 401K or IRA—is both convenient and tax-efficient. Continue to take tax withdrawals during your lifetime and achieve favorable tax results for your heirs. Simply update your beneficiary designation form through your retirement plan administrator and notify JFCS.
View Legacy Gift Confirmation Form
View Declaration of Commitment Form
For More Information About Planned Giving Options, Please Call:
Gail Baer,
(602) 452-4698
Carrol Gottfried,
(602) 567-8313
Liz Rock,
(602) 567-8329
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