Wills & Trusts
Wills
By designating a specific amount or a percentage of your estate to Jewish Voice Ministries in your will, your legacy gift will empower this ministry to Jewish people in need around the world to continue long into the future. We’ve partnered with Financial Planning Ministries to help you create a will if you don’t have one already.
Trusts
Trusts are one of the simplest ways you can give to Jewish Voice Ministries. They offer you flexibility in your estate planning and you can also use them to reduce taxes and provide ongoing payments to yourself or loved ones.
Other Ways to Give
Retirement Asset (RMD)
When you make a direct contribution of retirement assets to Jewish Voice as part of an estate-planning strategy, it can be very tax-efficient. In some situations, it can translate to more funds for both Jewish Voice and your heirs.
Non-Cash Gifts
Did you know that 90% of America's wealth is in non-cash assets? We partner with a nationwide system to accept donations of most non-cash items such as: cars, trucks, boats, yachts, stocks, bonds, mutual funds, RVs, collectibles, works of art, real estate, closely held stock, and business inventory.
Donor Advised Fund
A Donor Advised Fund (DAF) is like a charitable investment account for the purpose of supporting organizations like Jewish Voice. To give through your DAF, please click the button below.
Have Questions?
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Frequently Asked Questions
Be sure to consult your tax advisor to learn the best options for you.
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 your will or trust*. Click the “Learn More” button on this page to get started.
*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.
- 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.
- You will frequently receive a higher payment rate from a gift annuity than from any other life-income gift.
- Your payments will be safe, stable and predictable.
- 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.
Have Questions?
Attend a webinar to learn more
Thank You for your interest!
If you are interested in attending an Estate Planning Webinar click here
We're here to help you
Complete the form below and we will send you information about these gift options. If you prefer, we would be happy to discuss your specific needs and interests over the phone, please call 855-540-1455
