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Planned Giving

Your planned gift, given to JF&CS now, ensures that local Monmouth County residents will be served, and all local concerns will be addressed, well into the future. And, your planned gift can also result in financial security for you and your family. Depending on the option chosen, benefits may include:
• Income Payments For Life
• Income and Estate Tax Deductions
• Avoidance of Capital Gains Taxes
With any option comes the knowledge that you are helping your community while helping yourself, too!


Outright Gifts of Cash, Securities or Appreciated Property. A direct contribution of cash, stock or property is the easiest way to make a planned gift. You can choose any of our 30 programs for your contribution and you will receive credit in our Newsletter (and, of course, a receipt for your donation)
Named Funds- An outright gift or a pledge of $25,000 or more will endow a "named fund" at JF&CS, which gives you the opportunity to honor your family or someone you love in a significant and meaningful way. For examples of named funds, see the Fall issue of our Family Focus Newsletter
Life Insurance- You can transfer ownership of a life insurance policy to JF&CS- or make JF&CS the named beneficiary of the life insurance policy. This is one of the most affordable ways to guarantee a sizable legacy to the agency.
Life Income Gifts- Charitable Remainder Annuity Trusts or Unitrusts give you the security of a fixed, predictable income during your lifetime - with the remaining assets directed to support the good work of the JF&CS for years to come. There may also be tax benefits (see your own tax adviser for information and guidance).
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