Join the JFS Legacy Society
Experience the joy of your legacy, now!
Join the JFS Legacy Society and you will do a world of good for generations to come.
Jewish teachings tell us that it is our obligation to “repair the world” for generations to come. Use your will or other estate planning vehicles to leave a lasting impact in our community that is most meaningful to you.
TYPES OF PLANNED GIFTS:
A Gift Through Your Will, allows JFS to honor your intentions and recognize your gift today.
A Charitable Gift Annuity can be funded by transferring cash or securities to JFS and receive a lifetime annuity payment from your gift. The rate is based on your age and the number of annuitants. You receive a charitable income tax deduction based on the age and number of annuitants (generally, the donor or the donor and the donor’s spouse). Your deduction may be claimed in the year of your gift up to the contribution ceilings previously outlined. You avoid immediate capital gains tax on the transfer of appreciated securities, and the annual payment is based on the fair market value of your gift.
A Gift of a Life Insurance Policy to JFS that is no longer needed for its original purpose. Simply ask your life insurance company for a Designation of Beneficiary form. To make an irrevocable transfer that will receive gift credit, you must name JFS as the beneficiary and owner. You will receive gift credit for the cash surrender value of the policy and may claim that value as an income tax deduction in the year of the transfer.
Create a “Named” Endowment Fund
Your named Endowment Fund allows your gift to support the program your care about most, now and for generations to come.
You can fund planned gifts essential to the long-term health of our community with:
- cash, stocks, bonds, mutual funds, CD’s/CDs, and even real estate.
A bequest, a provision in your will, is the easiest way to establish a legacy for JFS and reduce your taxable estate.
Donating a planned gift to JFS allows you to strengthen and build valuable programs that ensure quality of life in Western Massachusetts for the Jewish community, the community at-large, and around the world for generations to come.