Planned Giving
Whether supported through a cash gift or planned gift, Jerusalem House programs are made possible through the generosity of our donors. A planned gift helps to ensure that our organization’s future needs are met and may also further your own personal financial goals. Planned gifts usually come from a donor’s assets rather than income, and can be provided on an outright or deferred basis. It is highly recommended that you consult with your own tax or legal advisor prior to making a planned gift.
Bequests
A last will and testament is the easiest and most effective means to ensure that you fully provide for your family and that your assets are distributed as you wish. A gift through your will has several advantages:
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Charitable gifts made through a will are 100 percent deductible for estate tax purposes. |
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A charitable bequest may place your estate in a lower estate tax bracket.
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You may specify that your bequest is used for general operating purposes or to the program of your choice.
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Gifts of Appreciated Securities
A gift of appreciated securities (held for more than one year) may bring significant benefits to a donor, such as the following:
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Entitling you to a charitable income tax deduction for the fair market value of the gifted securities as of the date of gift |
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Eliminating capital gains tax that would become due if you had sold the securities on the open market and given the proceeds to Jerusalem House
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Providing a way to help you achieve your long-term financial objective of reducing your income and estate taxes
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Please contact our Donor Relations Manager for more information about planned giving to Jerusalem House.
