LIFE INCOME GIFTS

 

JCF Greater MetroWest offers a range of gift planning vehicles that can provide lifetime income while creating a lasting gift to support your Jewish community.

When you transfer assets to JCF to create a Life Income Gift, you will be arranging for guaranteed payments to yourself, or a loved one, throughout your lifetime. After your lifetime, payments will cease and the remaining assets will be used for JCF general charitable purposes or for a specific purpose you have determined.

JCF is able to accept a wide array of assets to create life income gifts, including cash, publicly traded securities (stocks, bonds, and mutual funds), privately traded securities, partnership shares, real property, and retirement assets (such as 401k plans, IRAs, and pension plans).

Life income gifts often offer significant tax advantages, including the deferral and minimization of capital gains taxes and the generation of significant income, gift, and estate tax deductions.

Selecting and creating the right life income gift will depend on a number of factors. Members of our gift planning staff are available to consult with you and your professional advisors in structuring your gift.

To learn more contact a JCF professional at

(973) 929-3113 or
jcf@jfedgmw.org

 

Transfer cash or appreciated property to JCF and receive a fixed income for life. Rates based on age.

Transfer cash or appreciated property to JCF to fund a Charitable Remainder Annuity Trust (CRAT). The CRAT sells your property tax free and provides you with fixed income for life (or a term of years).

Transfer cash or appreciated property to JCF to fund a Charitable Remainder Unitrust (CRUT). The CRUT sells your property tax free and provides you with income for life (or a term of years).