Leave a Legacy of Hope
When you make a legacy gift to JFS, you’re leaving your mark on our community. It’s a personal gift that will continue to deliver the values that are important to you long after you’re gone. It’s your legacy. As a planned giving donor, you join the JFS Legacy Society, a group of supporters who are instrumental in helping the agency honor its over 150-year commitment to strengthen our community. JFS has evolved to meet the emerging needs of our community, and your gift will provide a safety net of hope for generations to come.
If you would like to name Jewish Family Service of Colorado in your will, trust, life insurance policy, or retirement plan (or if you already have and want to let us know), please fill out and return this Letter of Intent or use the button below to complete our secure online form. You can also use this online form to let us know of any changes to your existing plans.
Thank you to all the current members of the JFS Legacy Society.
Planned Giving Options
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JFS can be designated as the beneficiary of a bequest or gift by the terms of your will or by a revocable or irrevocable trust. A bequest may commemorate the donor or a family member. It may be unrestricted for future use in the area of greatest need or restricted to a program or interest area.
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You may list JFS as a partial or whole beneficiary of an existing or new life insurance policy. Just include our full organization name, Jewish Family Service of Colorado, and our EIN/Tax ID number, 84-0402701.
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You may list JFS as a partial or whole beneficiary of any retirement plans that you own, including IRAs, 401(k), 403(b), and defined contribution plans. If you are 70 ½ or older and have an IRA, you can avoid paying the deferred income tax and fulfill your required minimum distribution by donating through a qualified charitable distribution (QCD).
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You can make a significant impact without using your cash and avoid capital gains tax for you or your loved ones when you donate these types of assets. Talk to your financial advisor or estate attorney for more details on how to designate JFS in your plans or make a gift today.
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If you already have a donor advised fund, you can designate the remaining balance to be donated to JFS upon your passing. Depending on the size of the fund, it can become an endowed fund to help support JFS in perpetuity. If you’d like to make a gift with your fund today, visit our Donate page and use the Giving Block DAF pay tool to process your donation directly.
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You can provide income for you or your family members and create a meaningful legacy gift through the remainder interest upon the trust’s termination, which often yields significant tax advantages.
If you’d like to learn more about planned giving opportunities, please submit this form and someone from our team will be in touch with you soon.
Contact Us
We are here to answer any of your questions and work with you to create a plan that meets your personal goals. We also recommend you consult your financial advisor when considering a planned gift.
Rachel Pryor-Lease, Director of Development
720.542.7368 | rpryorlease@jewishfamilyservice.org
Jessica Zeidman, Chief Advancement Officer
720.248.4663 | jzeidman@jewishfamilyservice.org
Tax ID#: 84-0402701
Why We Give