Bless your family and the Jewish people beyond your lifetime.

Planned Giving encompasses gifts involving more advance planning than writing a check or contributing by credit card. It is an area of giving that is also called Legacy Giving or Estate Giving, and can include either cash or non-cash gifts.

You can leave a designated amount or a percentage of your estate, whichever you choose. Jewish Voice has partnered with Financial Planning Ministry, whose professionals will help you create and update your will or trust.* If you already have a will or trust in place and just need the beneficiary information for JVMI, please fill out the form below so we can send it to you.

*Available in the US only.

In addition to bequeathing a charitable gift in your will or trust, you can also donate non-cash assets. You can give these now or specify their distribution in your will or trust. Examples include stocks, securities, mutual funds, annuities, retirement account Required Minimum Distributions, vehicles, real estate or other property.

First, you'll receive a charitable income tax deduction equal to the fair market value of the shares, no matter what you originally paid for them.

Second, you will pay no capital gains tax on the transfer. This combination of benefits makes giving appreciated securities a very rewarding charitable and financial plan.

We take the mean of the high and low prices for the security on the day it came into our possession. If the high price was $80 per share and the low price was $70 on that day, your gift will be valued at $75 per share.

It is important that you contact us so that we can assist you with transfer instructions. If you own securities in a brokerage account, we can help you set up an electronic transfer of the shares to our brokerage account. If you possess actual stock certificates, we can tell you how to sign the certificates over to us and fill out a stock power form.

Yes, and we can coordinate the transfer with the administrators of your fund.

You can, but your deduction will be limited to the current, depressed value of the stock. It's wiser planning to sell the stock, take a tax loss, and then get a second tax benefit by giving us the cash proceeds.

1. You can use it to convert highly appreciated but low-yielding assets into a lifetime income stream at greatly reduced capital gains cost, while also securing an immediate income tax deduction.
2. You will frequently receive a higher payment rate from a gift annuity than from any other life-income gift.
3. Your payments will be safe, stable and predictable.
4. Part of your annuity payments will come to you tax-free. If you funded your annuity with appreciated assets, another portion of your payments will be taxed at low capital gains rates. Only the remaining balance of the payments will be taxed as ordinary income.

One is not necessarily better than the other. Both have distinct advantages. A gift of cash will produce a larger tax-free portion of the annuity. A gift of stock will reduce the donor’s capital gain tax. Both assets produce an equal annuity rate and charitable income tax deduction.

No, a gift annuity is a contract between us, providing for our payments to you in return for your gift to us. Your lifetime payments are one of our general obligations, fully backed by all of our assets.

A charitable gift annuity can only be setup for one or two lives. This is typically a husband and wife, but it could be two siblings, two friends, etc. Generally, a child's longer life expectancy lowers the annuity's rate of return to an unattractive level.