Other Ways to Give
Gifts of Stock
With a gift of appreciated stock, you support people in need while bypassing capital gains taxes and receiving substantial income tax deductions. Click here for stock donation instructions >
Life Insurance Gifts
Transfer ownership or make JFCS the beneficiary of a policy by requesting and completing a form supplied by your life insurance company. By doing so you may avoid certain taxes to you and your heirs.
Real Estate Gifts
By gifting real estate to JFCS you can claim a charitable tax deduction based on the full market value of the property. You also avoid capital gains taxes and eliminate certain costs associated with the transfer of real property.
Because special IRS regulations, such as substantiation of value through a “qualified appraisal” and depreciation recapture, apply, it is especially important to obtain professional advice if you are considering this option.
Giving retirement assets—for example, from your 401K or IRA—is both convenient and tax-efficient. Continue to take tax withdrawals during your lifetime and achieve favorable tax results for your heirs. Simply update your beneficiary designation form through your retirement plan administrator and notify JFCS.
Contact us to learn more about making any kind of non-cash gift to JFCS.
As with all important financial decisions, you may want to consult legal and financial professionals for advice.