How to Give
Giving to the JCCSF can be done through an end of life instrument such as a will or retirement fund or through a more complex investment that can provide tax benefits and even income during your lifetime. See below for more information or ask your tax advisor what best meets your charitable and income needs.
Ways To Give
You designate our organization as the beneficiary of your asset by will, trust or other instrument.
- Charitable Gift Annuity
You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed income (with rates based on your age) for the rest of your life.
- Charitable Remainder Trust
You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with income for life or a term of years.
- Charitable Lead Trust
You transfer your cash or property to fund a lead trust that makes gifts to us for a number of years. You receive a charitable deduction for the gift. Your family receives the remainder at substantial tax savings.
What To Give
- Stocks and Bonds
A gift of your securities, including your stocks or bonds, is an easy way for you to make a gift. By making a gift of your appreciated securities, you can avoid paying capital gains tax that would otherwise be due if you sold these assets.
A gift of cash is a simple and easy way for you to make a gift. You will receive a charitable tax deduction that will provide you with savings on this year's tax return.
- Real Estate
A gift of your real property (such as your home, vacation property, vacant land, farmland or ranch or commercial property) can make a great gift. If you own appreciated real property, you can avoid paying capital gains tax by making a gift to us.
- Retirement Assets
A gift of your retirement assets [IRA, 401(k), 403(b), pension or other tax deferred plan] is an excellent way to make a gift. By making a gift of your retirement assets, you will help further our work.
A gift of your life insurance policy is an excellent way to make a gift to us. If your life insurance policy is no longer needed or will no longer benefit your survivors consider making a gift and help further our mission.