Trusts and Other Efficient Giving Options

The key to successful "planned giving" is the planning process.

The Jewish Community Foundation, Inc. welcomes the chance to meet with you and your estate, financial, and/or tax advisor to assist you in determining your philanthropic plans. By doing so, we aim to achieve the best results for your personal finances while also maximizing your charitable gift dollars.

By collaborating with the JCF, donors may utilize a variety of unique planned giving opportunities, including the following:

• Charitable Gift Annuity
  Charitable Gift Annuity
  You transfer your cash or appreciated property to our organization, in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life and support JCF for future generations.
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• Charitable Remainder Unitrust
  Charitable Remainder Unitrust
  You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax-free and provides you with income for life or a term of years, and enables you to leave a lasting legacy to JCF.
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• Charitable Remainder Annuity Trust
  Charitable Remainder Annuity Trust
  You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax-free and provides you with fixed income for life or a term of years, and creates a charitable legacy to JCF.
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• Charitable Lead Trust
  Charitable Lead Trust
  You transfer your cash or property to fund a lead trust that makes gifts to JCF for a number of years. You receive a charitable deduction for the gift. Your family receives the remainder and realizes substantial tax savings while also establishing a legacy.
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• Sale and Unitrust
  Sale and Unitrust
  You give a portion of your property to JCF to fund a charitable remainder trust, and then, when the property sells, you receive cash and income for life along with a charitable legacy.
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• Give It Twice Trust
  Give It Twice Trust
  You may be looking for a way to provide your children with income while building an endowment fund for future generations. The Give it Twice Trust is a popular option that allows you to transfer your IRA at death to a term of years unitrust.
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• Life Estate Reserved
  Life Estate Reserved
  You may desire to leave your home or farm to JCF at your death, but would like to receive a current charitable tax deduction. A life estate reserved might offer the solution you need!
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