Planned Giving

Horizon Society. The Horizon Society recognizes generous and thoughtful donors whose vision extends beyond today’s horizon. Through planned giving vehicles listed below, you have the opportunity to help guarantee that AJC’s vital efforts will continue well into the future. You can receive a no obligation proposal by contacting Julie Schair, AJC's Director of Development, at schairj@ajc.org

Bequests and Wills. AJC can be named in your will in several ways - as the recipient of an outright gift of either a designated amount or percentage of your estate; or as a residuary beneficiary to receive funds after specific sums have been paid to other beneficiaries. You can add AJC to your will through a codicil; your entire will does not have to be redrafted.

Real Estate. A residence, a vacation home, or acreage (a farm or even a vacant lot) may have so appreciated in value that its sale would entail a sizable capital gains tax. By making a gift of this property to AJC, you would avoid the capital gains tax and, at the same time, receive a charitable deduction for the full fair market value of the property. It is also possible to make a gift of your home or vacation dwelling so that you and your spouse can continue to use it for your lifetimes - while receiving a current income tax deduction for the value of the remainder interest.

Life Insurance. A gift of life insurance can provide a significant charitable deduction. To receive a deduction, you can designate AJC as both the owner and the beneficiary of a new policy, or one that you currently own but no longer need.

Life Income Plans. If you own stock that is paying you low dividends, or if your bonds or cash are paying you low rates of interest, you can transfer any of these items to AJC and establish a Charitable Gift Annuity, a Charitable Remainder Unitrust, or a Charitable Remainder Annuity Trust that would provide you with a 5% or greater annual return. This annual return would be paid to you and/or a loved one for life, after which the assets would be distributed outright to AJC.

Lead Trusts. Charitable Lead Trusts are essentially the reverse of the life Income gifts described above. The annuity from the trust is first paid to AJC; AJC’s interest leads the way (hence the name of the trust). Under this arrangement you transfer assets to a trustee who makes payments to AJC for a specified number of years, after which time the assets are transferred to your heirs. The Charitable Lead Trust allows you to pass assets to your children and grandchildren either completely or substantially free of estate and gift taxes.

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