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.

You may gain some or all of these benefits:

• 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

All those who have made JF&CS a part of their estate plan or have created a planned gift with JF&CS become members of the Generations Legacy Society. Each year, Generations Legacy Society members will be listed in our Annual Report and on a sign in our Waltham Office. This year, you will have the unique opportunity to be listed as a charter member of this society.

For further information please contact Lauren Dorn-Jones, Director of Organizational Advancement, at ldjones@jfcsboston.org or 781-693-5713.