Join the JFS Legacy Society
🌿 Leave a Legacy with Jewish Family Service of Western Massachusetts
“…as my ancestors planted for me, so do I plant for those who will come after me.” — Talmud Ta’anit 23a
 Jewish teachings remind us that it is our sacred responsibility to help repair the world — l’dor v’dor, from generation to generation.
By including Jewish Family Service of Western Massachusetts (JFSWM) in your estate plans, you ensure that the care, dignity, and compassion we extend to individuals and families today will continue long into the future.
Your legacy gift strengthens our ability to welcome refugees, support older adults, nurture families, and respond to the needs of our community for generations to come.
đź’™ WAYS TO CREATE YOUR LEGACY
A Gift Through Your Will or Trust, allows JFS to honor your intentions and recognize your gift today.
A Charitable Gift Annuity can be funded by transferring cash or securities to JFS and receive a lifetime annuity payment from your gift. The rate is based on your age and the number of annuitants. You receive a charitable income tax deduction based on the age and number of annuitants (generally, the donor or the donor and the donor’s spouse). Your deduction may be claimed in the year of your gift up to the contribution ceilings previously outlined. You avoid immediate capital gains tax on the transfer of appreciated securities, and the annual payment is based on the fair market value of your gift.
​A Gift of a Life Insurance Policy to JFS that is no longer needed for its original purpose. Simply ask your life insurance company for a Designation of Beneficiary form. To make an irrevocable transfer that will receive gift credit, you must name JFS as the beneficiary and owner. You will receive gift credit for the cash surrender value of the policy and may claim that value as an income tax deduction in the year of the transfer.
A “Named” Endowment Fund
Your named Endowment Fund allows your gift to support the program your care about most, now and for generations to come.
Other Options
Legacy gifts can be funded with cash, stocks, bonds, mutual funds, CD’s, or real estate. We’ll work with you and your advisor to find the giving option that best fits your goals.
A bequest, a provision in your will or trust, is the easiest way to establish a legacy for JFS and reduce your taxable estate.Â
✍️ SHARE YOUR LEGACY COMMITMENT
Let us know if you have included JFSWM in your estate plans or if you would like more information.
🙏 Thank You for Planting Seeds for the Future
When you make a legacy gift, you join a community of caring individuals who believe that everyone deserves to live with dignity and hope.
Your generosity ensures that Jewish Family Service of Western Massachusetts will continue to make a lasting impact — for our community today, and for generations to come.