Create Your Legacy
Finding a way to give back to your community in a way that aligns with your values provides purpose and meaning. While we often take a ‘what can we do now’ approach to charitable giving, the truth is planned giving is a great way to maximize charitable impact after your lifetime. There are many ways to incorporate charitable giving into your estate planning.
We have the expertise to help you choose the right approach to supporting the causes you care about.
Ready to Get started?
How It Works
Schedule a meeting with OJCF to develop your plan.
Select one or more causes to support.
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Decide what to gift (in consultation with your professional advisor).
Complete and sign your necessary forms. We handle the administrative details on your behalf.
Not sure where to start or looking for a different solution?
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Already have a fund?
Legacy Giving Vehicles
Bequest by Will or Living Trust
By including OJCF in your will or living trust, you are able to support your community and retain complete control over the assets during your lifetime, while earning a full charitable deduction on estate taxes. Please let us know if we are included in your estate plans so we can have a conversation on how we can best fulfill your specific wishes and welcome you as a member of our Julie Diamond z”l Legacy Society.
Retirement Accounts — After Lifetime Giving
To leave your retirement assets to OJCF, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate us as beneficiary, we will benefit from the full value of your gift. Tax efficiency is maximized because there is no estate or income tax attributed to the gifted IRA assets.
Life Insurance
Donating your life insurance policy to OJCF is a meaningful way to give. If your policy no longer serves its original purpose, such as providing for now grown children, consider making it a gift. You have the option to make annual tax-deductible contributions to cover the policy's premiums, or, if the policy is fully paid, can claim an immediate tax deduction based on the policy's cash surrender value.
Charitable Gift Annuities
Donor’s transfer of cash or appreciated securities to OJCF with the donor receiving an immediate tax deduction, as well as a guaranteed lifetime income with a payout rate based on age. When the donor passes away, the remainder of the gift is passed to OJCF to be used for charitable purposes. Please contact us to inquire about other assets that you might be able to use to fund a charitable gift annuity.
Charitable Lead Trusts and Charitable Remainder Trusts
Provide maximum flexibility for transferring assets or securing a life income for beneficiaries while benefiting the community now or in the future.
