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 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.
With your legacy, individuals and families in need will have access to fresh and nutritious food, those facing homelessness will be able to stay in their homes, children and those experiencing trauma will have access to quality mental health therapy, people with significant barriers to employment will receive training and job support services, and older adults will receive needed support services so they can maintain a high quality of life.
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. Use this to share with us your intention to make a legacy gift, to formalize a legacy gift, or to make a gift of $1,000 or more to a JFS endowment fund.
Thank you to all the current members of the JFS Legacy Society.
Planned Giving Options
-
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.
-
You may list JFS as a partial or whole beneficiary of an existing or new life insurance policy.
-
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, you can avoid paying the deferred income tax and fulfill your required minimum distribution by donating through an IRA charitable rollover.
-
You can make a significant impact without using your cash and avoid capital gains tax when you donate these types of assets.
-
Your contribution to the fund is tax-deductible if you itemize, and it functions as a charitable giving account.
Visit our Donate page and use the DAF Direct tool to process your donation directly from Fidelity, Schwab, or BNY Mellon.
-
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.
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