Ways To Create A Legacy Gift


You can support the work of JFFS on behalf of the community in perpetuity by listing JFFS as a beneficiary of your will or trust, life insurance, annuity, IRA, or other appreciated assets.  There are a number of ways that you can fund your legacy. Let JFFS help you choose the method best suited to you and your philanthropic goals.

 

  • Outright Gift or Multi-Year Pledge


You may fund your legacy through an outright gift or a multi-year pledge. This will allow your legacy to begin supporting our community during your lifetime.

 

  • Stocks or Mutual Funds

 

Gifts of stock or mutual fund shares can be a convenient way to add to your legacy.  Your gift supports the Jewish Federation & Family Services, and can also bring you potential tax benefits.

 

  • Bequest

 

A bequest through your will, trust or retirement account is an easy way to create a legacy. We'll work with you and your advisor to craft language that clearly reflects your intentions.

 

  • Life Insurance


You may purchase a life insurance policy, or use an existing policy, for which JFFS would serve as both owner and beneficiary. After your passing, JFFS will redeem the policy and the proceeds will support JFFS programs and services. 

 

  • Life Income Gift

 

A Charitable Gift Annuity or a Charitable Remainder Trust can provide an immediate tax deduction and lifetime income. After the death of the last beneficiary, the remainder becomes part of an endowment fund to be used in accordance with your wishes.