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Support USJ
in a meaningful way

Keep us thriving with your gift
Take advantage of numerous tax and financial benefits
Leave a legacy to be remembered by future generations
Learn About Ways to Give

Giving Home > How to Give

How to Give

Learn about gift options that provide tax and income benefits. Discover the best gift plan to meet your goals.

Gifts made from your estate by will, trust or beneficiary designation

Bequest

You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.

Beneficiary Designation Gift

You designate us as a beneficiary of your retirement, investment or bank account or life insurance policy.

Gifts that provide you and your loved ones with income and tax benefits

Charitable Gift Annuity

You transfer your cash or stock to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.

Charitable Remainder Unitrust

You fund a charitable remainder unitrust with cash or appreciated property. The trust sells your property tax-free and provides you with income for life or a term of years.

Charitable Remainder Annuity Trust

You create a charitable remainder annuity trust and fund it with cash or appreciated property. The trust sells your property tax-free and provides you with fixed income for life or a term of years.

Sale and Unitrust

You give a portion of your property to us to fund a charitable remainder trust. When the property sells you receive cash and income for life.

IRA to Gift Annuity Rollover

If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.

Gifts that support our cause and save you taxes

IRA Charitable Rollover

An IRA charitable rollover allows individuals age 70½ or older to reduce their taxable income by making a gift directly from their IRA.

Charitable Lead Trust

You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.

Donor Advised Fund (DAF)

You can make gifts during your lifetime. When you pass away, your children can carry on your legacy of giving.

Gift and Bequest

A gift and bequest is a combination of a current gift and a charitable gift made in your will or trust. It is an easy way to support our cause today and make a lasting future impact.

Endowment Gift and Bequest

An endowment gift and bequest is a combination of a current gift made to support our endowment and a charitable gift made in your will or trust.

What is Gift Planning?

Gift planning is charitable giving coordinated with your charitable financial, tax and estate goals. Good planning with tax-wise gifting strategies enables you to make significant charitable gifts during life and after you pass away.