Create Your Personal Legacy with AJC

How do you envision your legacy? Consider the personal values you want to pass on to your loved ones.

There are charitable estate planning options that can maximize income and tax benefits for you and your loved ones. AJC's Planned Giving Program offers you various charitable gift arrangements that will help you reach your philanthropic goals, in addition to your estate planning objectives.

Planned Giving Opportunities with AJC

Bequests to AJC
Charitable bequests are one of several estate planning tools available to reduce your taxable estate. You can continue to enjoy the use of your assets during your lifetime, and have the satisfaction that your bequest will help perpetuate your support of the vital mission of AJC for generations to come. For more information on charitable bequests, click here.

Life Income Plans
There are charitable gift plans that enable you to provide a meaningful legacy to AJC during your lifetime, and receive a return of income for life. Life income gifts, such as a Charitable Gift Annuity (CGA) and a Charitable Remainder Trust (CRT), offer a variety of tax, financial, and estate planning advantages. Many donors who contribute highly appreciated, low-yielding stock and security are able to increase their annual income while empowering AJC to represent their interests in global Jewish advocacy beyond their lifetime. For more information on life income plans, click here.

Gifts of Qualified Retirement Plan Assets
If you and/or your spouse are ages 70 and older, and have a funded 401(k), IRA, Keogh, or other qualified retirement plan, there is an easy and tax-efficient way to provide for your loved ones while leaving a meaningful legacy to AJC. For more information on gifts of qualified retirement plan assets, click here.

Gifts of Life Insurance
You can gift life insurance to AJC to provide a highly leveraged planned gift. You may have multiple insurance policies that you no longer need for original uses like providing financial security for family members, paying for estate taxes, or as a savings plan. There are several ways you can use life insurance to fund a larger gift to AJC than if you donated cash and receive a charitable income tax deduction. For more information on gifts of life insurance, click here.

Asset Replacement Plans
If your first concern is to leave sufficient assets to your heirs, you may wish to perpetuate your commitment to support AJC and consider the asset replacement plan. This is a charitable estate planning tool utilizing a charitable remainder trust coupled with life insurance. For more information on asset replacement plans, click here.