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Planned Giving

At Goodman Jewish Family Service (GJFS), we make a difference in people’s lives. You can see it in our past, you can feel it in our present, and you can count on it in our future. Our ability to help depends on you. Your bequest or planned gift goes a long way in meeting the needs of the community. You can ensure that vital programs are in place for future generations.

What is Planned Giving?

Charitable/planned giving is a decision by an individual to designate property, money or personal belongings to an organization or nonprofit agency. Planned giving typically refers to a future gift which is deferred and disbursed through your will or estate. These should be arranged ahead of time and included in your will or other documentation so all involved will know your wishes.

The first step in leaving a legacy is to decide the asset to be donated, to whom it will be donated, and when and how it will be disbursed. Goodman Jewish Family Services has its own foundation. Of course, donations can be placed in this fund at any time, but if the gift is to be distributed as a part of your estate, you can designate the Goodman Jewish Family Service Endowment Fund, or any foundation, such as the Jewish Community Foundation of Broward or both as a beneficiary of the asset(s) in your will. The foundation also manages and distributes GJFS designated gifts.

There are many ways you can help Goodman JFS continue its mission to help others. Your gift can help keep the memory of loved ones or yourself alive and touch the lives of others in the local community. Here are several ways you can help support GJFS and leave a legacy in your name.

Charitable Gift Annuity

Gift annuities are simple contracts in which you exchange a gift of cash or securities for a guaranteed, fixed income each year for the rest of your life.

Charitable Remainder Trust

Create a trust with assets managed by a trustee. You or other named income beneficiaries receive income from the trust until it is dissolved. When the trust is dissolved, the remainder of the assets is distributed to Goodman JFS.

Charitable Lead Trust

You create a trust where income is generated to Goodman Jewish Family Service for your entire life or just a set number of years. At the end of the term, the trust is distributed back to you or to your heirs.

Bequests

Make a provision in your will of cash, securities, or other personal property to benefit our many programs and services. Designate a percentage of your assets to Goodman JFS in your will. Assets can be stocks, bonds, CD’s, or real estate, among other items.

IRA or Pension Plans

If you plan to give any property through your will to Goodman Jewish Family Service, then it makes sense to give the ordinary income assets, such as an IRA or pension plan, to us and transfer stocks, bonds, or real property to family.

Securities and Appreciated Stock

You can transfer securities (appreciated stocks and mutual fund shares) directly from your brokerage account to GJFS ‘s brokerage account. Contact us for more information.

Life Insurance

Designate GJFS as the beneficiary of your life insurance policy.

Other ideas for Making a Planned Gift

Honor a loved one by making a memorial gift to GJFS in his or her name/memory. Make a gift through a trust fund.

Major Gifts and Endowment

Donations of all sizes help ensure the future of GJFS. Donations over $5,000 are considered major gifts. Major gifts can be made in support of our facilities, programs, or services and are essential to our long-term success and ability to serve all those in need—now and for years to come.

GJFS has a variety of major gift options available. We offer individualized giving plans designed to meet your philanthropic goals and areas of interest. From naming a building to endowing a program in perpetuity, your gift will make a difference in the lives of our clients, volunteers and professional staff.

Goodman JFS also hosts the GJFS Endowment Fund which serves as a major resource for our agency, meeting emergency needs, making seed money available for new programs and supporting innovative solutions to the needs of our community.

For more information, please call Jennifer Cohen at 954-370-2140, ext. 248.

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Upcoming Events
Sep 14

The Cupboard – Ribbon Cutting

09/14/2017 5:30pm - 6:30pm The Cupboard | 4703 SW 51st Street Bay 4, Davie, FL 33314 View Event
Oct 2

Medicaid-Waiver 101

10/02/2017 10:30am - 12:30pm | Cost: FREE WEST REGIONAL LIBRARY | 8601 W Broward Blvd, Plantation, FL 33324 View Event
Oct 29

The Feed the Need Brunch

10/29/2017 10:30AM - 12:30PM Signature Grand, Davie, FL View Event

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