There's a way for you to support the Jacobson Jewish Community Foundation and feel confident that you have dependable income in your retirement years. You can do this with a charitable gift annuity.
This type of donation can provide you with regular payments and allow us to further our work. You can also qualify for a variety of tax benefits, including a federal income tax charitable deduction when you itemize.
Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.
Dennis, 66, and Mary, 65, want to make a contribution to the JJCF but they also want to ensure that they have dependable income during their retirement years. They establish a $20,000 charitable gift annuity.
Based on their ages, they will receive a payment rate of 3.9%, which means that they will receive $780 each year for the remainder of their lives. They're also eligible for a federal income tax charitable deduction of $4,878* when they itemize. Finally, they know that after their lifetimes, the remaining amount will be used to support our mission.
*Based on a 1.2% charitable midterm federal rate. Deductions and calculations will vary depending on your personal circumstances.
Learn more about the many benefits of a charitable gift annuity in our FREE guide Strengthen Your Future With a Charitable Gift Annuity.View My Guide
Get your FREE personal estate planning kit.Download Now
Submit a few details and see how a charitable gift annuity can benefit you.
Legal Name: Jacobson Jewish Community Foundation of the Jewish Federation of South Palm Beach County
Address: 9901 Donna Klein Boulevard, Boca Raton, Florida 33428
Federal Tax ID Number: 59-1945109