There are many ways to leave your JCA legacy, and doing so at the end of the year can be mutually beneficial.
Ways to contribute:
Gifts by Stock, Wire or ACH Transfer: Initiate the request with your broker or financial institution if you are interested in making a gift by stock, wire or ACH. Please have your broker or financial institution call or email to let us know when the transfer is being completed and we will be able to accept the donation.
IRA Distributions: Distributions from IRAs to charities avoid income tax in both life and death and when distributed upon death avoid estate tax. People older than 70½ can transfer up to $100,000 per year from their traditional IRAs to charity, which can count as the required minimum distribution but is not taxable if they follow the rules for a qualified charitable distribution. IRA assets can be used during life to establish or fuel an endowment fund in your name that will produce gifts annually for years to come.
Leaving a bequest ensures that the JCA continues to be a vibrant center for Jewish values and community life for generations to come. For information on becoming a member of the JCA’s Legacy Society, visit jcajax.org/legacy or contact Lior Spring at email@example.com or 730-2100 ext. 318 or Jewish Federation and Foundation of Northeast Florida at 448-5000 ext. 1204. We will work with you to develop a strategy that fulfills both your charitable goals and your financial needs.