Planned Giving
Planned giving is a method of making a charitable donation that is arranged in advance and takes effect either during the donor’s lifetime or after their passing. Unlike immediate gifts, planned gifts are typically structured to provide long-term benefits for the organization and may offer financial advantages to the donor, such as tax savings or income benefits.
Common forms of planned giving include:
- Bequests: A donation specified in a will or estate plan.
- Charitable Remainder Trusts: Trusts that provide income to the donor or other beneficiaries for a period, with the remainder going to charity.
- Charitable Lead Trusts: Trusts that provide income to charity for a period, with the remainder going to the donor’s heirs.
- Gift Annuities: Contributions that provide fixed payments to the donor or other beneficiaries for life, with the remainder going to the charity.
- Beneficiary Designations: Naming a charity as a beneficiary of retirement accounts, life insurance, or other financial assets.
Beyond financial benefits, planned giving allows donors to make a meaningful, lasting impact on a cause they care about in their community, creating a legacy that supports Jewish Family Service’s mission long after they are gone.
For more information regarding Planned Giving with Jewish Family Service of Orange County, please schedule an appointment with our staff by sending an email to info@jfsorange.org.
