Planned Giving

Some of the Many Ways to Create a Legacy through Planned Gifts:

Consider making a "Promise for the Future" by including JFS in your estate plans. Your planned gift allows you to invest and strengthen the future of the people we serve in the community and at the same time maintain control of your assets during your lifetime. Planned Giving opportunities include some of the following:

Bequest:  Name JFS as a beneficiary in your will or trust for a specific amount or a percentage of your estate, and provide the agency with a copy of the paragraph in your will.

Charitable Gift Annuity: Receive a fixed income for life and significant tax benefits.

Life Insurance Policy: When youmake JFS the owner and beneficiary you may achieve both income tax and estate tax savings.

IRA/Other Retirement Plan Assets: By naming JFS as beneficiary of all or part of your plan, the gift passes to JFS free of both estate and income taxes.

Named Endowment Funds: Name your fund to honor or memorialize a loved one, commemorate a special occasion, or to encourage your children's philanthropy.  You decide how it will be used, based upon the JFS program you are most passionate about.

Planned Giving - Benefits of Planned Giving
The primary reason to give to JFS is the warm feeling that you get from helping. However, there are many other benefits that can be derived from giving to JFS that most people do not realize.  You could:

  • Realize income tax deductions now, as well as in the Future
  • Generate a fixed retirement income stream for you and your spouse
  • Generate a variable income stream (through market appreciation)
  • Create an estate tax deduction for your estate
  • Convert a taxable asset to a tax-free asset for your children and grandchildren
Create a legacy for the home and your grandchildren

Visionary Society
The Visionary Society recognizes those individuals who have established a planned gift in their estate plans to JFS. Members of the Visionary Society will have a permanent place of recognition on a Visionary Society Wall of Recognition at the Shirley & Barton Weisman Delray Community Center. We invite you to join this prestigious society to ensure the future of our community and help us carry out its mission of giving Help, Hope and Humanity.

Consult your professional financial advisor or attorney to decide what is right for you.

Cindy Orbach Nimhauser, Chief Development Officer, 561-852-3279

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