Ways to Give

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The Jewish Federation of Sarasota-Manatee created The Beatrice Friedman Legacy Society to recognize and thank those who have made the most personal and thoughtful gift of all: a commitment to The Federation through a will, trust agreement, prepaid life insurance policy or other estate plan vehicle.

Your gift will help carry The Jewish Federation to unequaled excellence far into the future. For more information about The Legacy Society and the appropriate documentation, please contact Sarah Wertheimer at 941.371.4546 ext. 123.

WAYS TO GIVE

DIRECT GIFT
DURING LIFETIME

CHARITABLE BEQUEST

RETIREMENT PLAN

CHARITABLE REMAINDER TRUST

CHARITABLE
LEAD TRUST

LIFE INSURANCE

BENEFICIARY DESIGNATION

DESCRIPTION
**

Gifts of cash or donation of publicly traded securities.

Name JFSM in your will or living trust to receive a portion of your estate.

You can name JFSM as a beneficiary of your retirement plan (IRA, 401(k), etc.).

Donate cash, stock or real estate to an irrevocable trust. Trust pays you for life, then the balance goes to JFSM.

Donate cash, stock or real estate to an irrevocable trust makes annual gifts to JFSM - balance goes to heirs.

You can donate a paid-up cash value life insurance policy.

You can name JFSM as a beneficiary of your life insurance policy, annuity, bank account or investment account.

BENEFITS
**

Immediate income tax deduction. Avoid capital gains tax on donated shares. Target current funding opportunities.
**

Estate tax deduction for all funds left to charity. Access to your funds for the rest of your life.
**

Estate tax deduction for funds left to charity. Charity receives all proceeds tax-free. Non-charity beneficiaries must pay income tax. Bypasses probate. Access to your funds for the rest of your life.
**

Immediate tax deduction for a portion of donation. Trust assets not subject to estate tax. Estate tax (or gift tax) deduction based on value of charitable payouts. You receive trust payouts for life.
**

Estate tax deduction based on value of charitable payouts. Pass assets to heirs and avoid some/all of tax.
**

Income tax deduction for cash value amount. Removes asset from taxable estate. Arrange and fund a large future gift now.
**

Estate tax deduction for funds left to charity. Bypasses probate. Access to your funds for the rest of your life.
**

CONTRIBUTION LIMITS

None, although income tax deduction may be subject to limits.

None.