Planned Giving

Make a lasting difference through Planned Giving!

 

If you have any questions, please email Claire Link, Fund Development Director.

Make a gift now to help us meet urgent needs

Donor Advised Fund (DAF)  

Recommend a grant to JCSH through your financial planner.

How it benefits you: As soon as you contribute funds to a DAF you receive a tax deduction. You can then recommend grants to charities at any time. DAFs are a great family giving tool.

Securities & Real Estate

Give appreciated assets you’ve owned for 1 year or more.

How it benefits you: Receive income tax & capital gains tax benefits.

Charitable Lead Trust

Create a trust that makes payments to JCHS for a specified term, then pays the remainder to family members or beneficiaries.

How it benefits you: Can have significant gift and estate tax advantages.

Make a planned contribution you arrange now that benefits JCSH later

Bequest

Give through your will or living trust – money, property or a share of your estate.

How it benefits you: Simple, flexible and cost-effective way to give. Easy to set up or change, reduces estate taxes. The charity pays no income tax so your gift goes further.

Retirement Plan or Life Insurance 

Name JCSH as a beneficiary – designate a percentage or all of your retirement plan or life insurance. Simple and tax-efficient.

How it benefits you: The charity pays no income tax so your gift goes further.

Life Estate Agreement

Deed to JCSH your personal residence or other property – retain the right to live there for life.

How it benefits you: Tax savings now, even though the charity receives the property later. No hassles with having to sell your property.

Make a gift for life and enjoy the tax savings

Charitable Remainder Trust (CRT)

You (or a survivor) receive income for life or a set period from a trust you set up, when the trust ends, JCSH receives the remainder.

How it benefits you: Best for larger gifts, provides income for life and certain tax advantages.

Contact us at JCSH to discuss these options. 

This is just a snapshot of your planned giving options; it is advised that you consult your financial advisor or tax accountant before making any type of planned gift.