Goals and Benefits

Your Goals

Your Strategy

Your Benefits

Provide a meaningful legacy for AJC's future that doesn't impact your current financial circumstances.

Include a  bequest – cash, securities, or a share of the residuary estate.


Today—a gift that costs you and your family nothing.
Tomorrow—an estate tax deduction.

Avoid capital gains liability and take an income tax deduction.

Use appreciated stocks or bonds held over one year to make your as your outright gift to AJC instead of cash or to fund a charitable life income plan, such as a charitable remainder trust  or charitable gift annuity.

Buy low and give high. Make a gift that costs you less and AJC receives the full fair market value of your gift. Eliminate the tax you would have paid on the appreciation and claim your charitable income tax deduction against thirty percent 30% of your adjusted gross income.


Leave more of your estate to your heirs.

Name AJC as beneficiary of your retirement plan, and leave less-taxed assets to family.

Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs.

Continue to receive benefits back from the assets you give to AJC — and thus make a larger gift.

Create a life income plan like a charitable gift annuity  or a charitable remainder annuity trust or charitable remainder unitrust.

Receive income for your lifetime, receive a charitable deduction.

Create a long-term gift that won't draw funds from your estate.

Create a new life insurance policy, or donate a paid-up policy of coverage you no longer need.

Increase your ability to make a significant gift to AJC.

Reduce gift and estate taxes and leave more of your assets to your heirs. Create a charitable lead trust  to pay income to AJC for a fixed time, and then pay the remainder to your heirs. Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family.