Glossary Term Name
This is a placeholder for glossary term definitions.

Goals and Benefits
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Maximize your deduction; minimize the gift details |
Use cash to make your gift to JDRF |
Claim
your deduction against a larger portion of your adjusted
gross income and make an immediate impact on JDRF |
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Afford a larger gift to JDRF — and avoid capital gains liability |
Give appreciated stock or bonds held over one year |
Buy
low and give high — make a gift that costs you less
than the benefit it delivers to us, while avoiding capital
gains tax |
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Make a gift for JDRF's future that doesn't affect your cash flow or portfolio now |
Put a bequest in your will (cash, specific property, or a share of the estate residue) |
Today — a
gift that costs you and your family nothing. Tomorrow — an
estate tax deduction |
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Retain
income benefits from the assets you give to JDRF — thus
afford a larger gift |
Create a charitable gift
annuity or a charitable
remainder annuity trust or unitrust |
Receive income for your lifetime; receive a charitable deduction; diversify your holdings |
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Reduce
high tax liability now; gain additional income later |
Establish a deferred gift annuity |
A
larger deduction and a higher income rate than other life-income
gifts offer |
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Tap one of the most valuable assets in your portfolio to make a gift to JDRF |
Use real estate to make your gift to JDRF |
Avoid
capital gains tax, receive an income tax deduction — and
have the option of a gift that doesn't affect your lifestyle |
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Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren |
Create
a charitable lead trust which
supports programs at JDRF for a fixed,
finite period with the principal going to your heirs. |
Reduce
gift and estate taxes, and freeze the taxable value of growing
assets before they pass to your family |
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Avoid capital gains liability on the transfer of a business or partnership interest |
Contribute the partnership interest or closely-held stock to JDRF |
Avoid
capital gain liability, receive an income tax deduction,
and utilize a gift asset you may have overlooked |
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Locate an overlooked asset that you can easily give to JDRF |
Name JDRF as beneficiary of your retirement plan; leave other assets to family |
Eliminate
income tax on retirement plan assets; free up other property
to pass to your heirs |
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Make an endowment gift from income rather than capital |
Create
a new life insurance policy,
or donate a paid-up policy whose coverage you no longer need |
Increase your ability to make a significant gift to JDRF |
Alan Berkowitz
National Director of Planned Giving
Juvenile Diabetes Research Foundation International
120 Wall Street
New York, NY 10005-4001
1-877-533-4483
plannedgiving@jdrf.org
JDRF recommends that you consult your tax or legal advisors
prior to making a planned gift.
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