Planned Giving at JVS

80 years ago, a young woman named Ida Hoos approached the Jewish community, wanting to help the refugees coming to America. Thanks to her vision, and the support of countless donors, JVS is still helping refugees and immigrants, working with them to find employment and build careers. Today, JVS works with refugees and immigrants from all over the world, as well as people with disabilities and others facing obstacles to work. With career coaching, English language instruction, and other support, we are preparing our clients to become employed and reach their own American Dream.

Whether your family was helped by JVS, or you simply want to help others for years to come, you can create a legacy through a planned gift to JVS.

Planned gifts can be as simple as leaving a line in your will, or involve more complicated mechanisms. Here at JVS, we’d like to help you continue your support into the future. Here is some introductory information, and we are always happy to provide more.

Bequests

You have the opportunity to create a personal legacy by including a provision in your will or living trust for JVS Boston. A bequest ensures that your money is directed to a cause of your choosing, while potentially reducing estate taxes through an estate tax charitable deduction.

Including JVS in Your Will or Living Trust

You can include JVS Boston in your will or living trust and ensure that your support will continue in perpetuity. We recommend you consult with a legal advisor on the most effective wording, JVS can be identified as follows:

“JVS Boston – Federal Tax I.D. number is 04-2104357, a Massachusetts non-profit public benefit corporation, 75 Federal Street, Boston, MA 02110″

“I can’t say enough about how much I believe in the mission and the amazing things that JVS does every day. Each time I visit, I hear a new story about how an inspiring client has found a new job, or how dedicated JVS staff members are working with classes throughout Boston to help change people’s lives. . . . When my husband and I did our estate planning, it was a priority to provide for our three children. We also wanted to give back, and make sure that we were able to continue our support of JVS. We worked together with our estate planner to put together a legacy gift. Now we know that even after we are no longer involved with JVS, our values will live on.

– Catherine Bromberg, JVS Board member  

Donor Advised Funds

Using an existing donor advised fund at Fidelity, Vanguard, or another institution is a straightforward way to leave a gift to JVS. You can also establish a Donor Advised Fund through Combined Jewish Philanthropies.

You can name JVS as the beneficiary of a percentage of your remaining DAF balance. Since the funds are already held in a charitable fund, there is no need to use a will or trust to fulfill your legacy gift intention.

IRA Distributions

People who are age 70 ½ or older can make charitable contributions directly from their IRA. This distribution counts toward your Required Minimum Distribution; you may contribute up to $100,000 annually, and also avoid paying income taxes on the distribution. This qualified charitable distribution is limited to IRAs, and there are other exclusions and considerations as well.

“I was pleased to know that I could use the RMD of my IRA to make a gift to a cause I believed in. As a volunteer in the Adult Diploma Pathway program here at JVS, I see the good work happening in classrooms every day; I’m happy to support this cause in a way that also makes good tax sense.

– Wayne, JVS Volunteer 

Contact Us

We are grateful for your support over the years as our clients have built a better life and supported their families. To discuss your plans confidentially, please contact Karin Blum, Chief Development Officer, at kblum@jvs-boston.org or (617) 399-3128.