Planned Giving

Legacy Giving, more often referred to as Planned giving, makes a difference. Often established in memory of a loved one or to commemorate a special occasion, permanent tributes help ensure Jewish Family Service of Northeastern Pennsylvania can provide critical service to the community in the future.

When you make a legacy gift to JFS, you’re leaving your mark on our community. It’s a personal gift that will continue to deliver the values that are important to you long after you’re gone. It’s your legacy.

As a planned giving donor, you join a group of donors who are instrumental in helping JFS continue to strengthen our community for years to come. Since 1915 JFS has evolved to meet the emerging needs of our community, and your gift assures that continues.

With your legacy gift, individuals and families in need will have access to fresh and nutritious food, quality mental health therapy, and older adults will receive needed support services so they can maintain a high quality of life.

If you would like to name Jewish Family Service of NEPA in your will, trust, life insurance policy, or retirement plan (or if you already have and want to let us know), please contact our office and our Executive Director will assist you or email info@jfsnepa.org.

Planned Giving Options

Establish a Family Fund

Establishing a Family Endowment Fund helps to secure the future of Jewish Family Service and allows JFS to continue to provide the services that strengthen family life in our community. Your gift is most importantly a lasting tribute to those loved ones you honor and/or memorialize and allows our agency to help others in their name.

If desired, your fund can be made available to the community for donations in honor of a special occasion or event and/or memorial contributions, with proceeds placed in the general fund or program of your choice. Lump sum donations may also be added to the fund at any time.

Bequests

JFS can be designated as the beneficiary of a bequest or gift by the terms of your will or by a revocable or irrevocable trust. A bequest may commemorate the donor or a family member. It may be unrestricted for future use in the area of greatest need or restricted to a program or interest area.

Life Insurance

You may list JFS as a partial or whole beneficiary of an existing or new life insurance policy.

Retirement Plan Assets

You may list JFS as a partial or whole beneficiary of any retirement plans that you own, including IRAs, 401(k), 403(b), and defined contribution plans. If you are 70 ½ or older, you can avoid paying the deferred income tax and fulfill your required minimum distribution by donating through an IRA charitable rollover.

Stocks, Real Estate, and Other Appreciated Assets

You can make a significant impact without using your cash and avoid capital gains tax when you donate these types of assets.

Donor-Advised Fund

Your contribution to the fund is tax-deductible if you itemize, and it functions as a charitable giving account.

Charitable Gift Annuity and Charitable Remainder Trust

You can provide income for you or your family members and create a meaningful legacy gift through the remainder interest upon the trust’s termination, which often yields significant tax advantages.