Legacy Society

Please remember the MJCC in your will, trust, retirement plan or life insurance policy.

What is Planned Giving

Planned giving, sometimes referred to as gift planning, is a way anyone can support the MJCC today, and in the future. By definition, a planned gift is any typically larger gift, made in one’s lifetime or at death, as part of a donor’s overall financial and/or estate planning. Some planned gifts provide a life-long income to you, the donor. Others use estate and tax planning techniques to provide for charity and your heirs in ways that maximize the gift and/or minimize its impact on your estate. Whether you use cash, appreciated securities/stock, real estate, artwork, partnership interests, personal property, life insurance, a retirement plan, etc., the benefits of funding a planned gift can make this type of charitable giving very attractive to both you and the MJCC.

How a planned gift is different from an Annual Fund gift?
Gifts to our annual fund or for membership dues are made from your discretionary income. They may be budgeted for, but they are not planned by philanthropic definition.

Three types of planned gifts
1. Outright gifts that use appreciated assets as a substitute for cash;
2. Gifts that return income or other financial benefits to you in return for your contribution; and
3. Gifts payable upon a donor’s death.

For more information, please call Steve Albert at 503.535.3592 for a confidential conference.