Caring for Generations

Planned Giving

Bequests, gifts of insurance and retirement funds, and gifts that provide lifetime income can provide significant future resources to JF&CS while providing you with income, tax and personal benefits, and reducing estate and gift taxes.

Benefits to you

  • The satisfaction of making a significant gift to JF&CS during your lifetime
  • Lifetime income for yourself or others, with the possibility of an improved yield on your assets
  • An immediate income tax charitable deduction yielding current tax savings
  • Freedom from capital gains tax when using long-term, appreciated property to make a gift
  • The ability to defer income to a later date, such as retirement
  • Reduction of the size of your taxable estate

For further information please contact the Development Office at or 781-647-JFCS (5327).

Contact Us

781-647-JFCS (5327)
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1430 Main Street
Waltham, MA 02451

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