Planned Giving

Create a permanent charitable legacy that endures forever. Planned giving allows you to direct the maximum inheritance to loved ones while supporting the future of our Jewish community.

Simple Bequests

Specify an amount or a percentage of assets to be transferred to the Congregation. Assets may include cash, real estate, securities, or personal property.

Unrestricted Gifts

Gifts without conditions allow the Center to determine the wisest and most pressing need for funds at the time of receipt.

Restricted Bequests

Specify exactly how your funds are to be used. We recommend consulting with the Center to ensure your intent can be fulfilled.

Smart Tax Alternatives

By making bequests of particular assets, you can actually preserve more of your estate for loved ones by reducing federal estate taxes.

  • Life Insurance & IRAs: Designate the Jacksonville Jewish Center as a beneficiary on your retirement plan or insurance policy.
  • Tax Benefits: Retirement plan assets are often taxed twice at death; naming the Congregation as a beneficiary can avoid these assessments.

Benefits of an Endowment Fund

Create a Legacy

Name your children, grandchildren, or others as successor advisors to your Fund. This allows them to manage the Fund and carry on your philanthropic values.

Philanthropic Growth

Having a fund helps secure the future of our Jewish community and supports the growth of city-wide philanthropic initiatives.

Michelle Penson

For more information on legacy giving:

904-559-9780 | mpenson@jaxjewishcenter.org