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Endowed
Lions of Judah

Designed to provide a minimum $5,000 annual gift in perpetuity to the Jacksonville Jewish
Federation.

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Jacksonville Jewish Foundation

Please call 904-394-0720

Individuals should consult a qualified professional advisor about their specific situation.

      Charitable Remainder Unitrust
  • The tax-exempt unitrust pays five percent or more each year to the recipients for one or two lives.
      Charitable Remainder Unitrust for Term of 1-20 Years
  • A unitrust may pay five percent or more each year for a term of years; The income may be divided among two or more recipients.
      Charitable Remainder Annuity Trust
  • An annuity trust pays a fixed amount equal to five percent or more of the initial corpus for one or two lives.
      Charitable Remainder Annuity Trust for Term of 1-20 Years
  • An annuity trust may pay a fixed amount of five percent or more of initial corpus for a term of one to twenty years; The annuity may be divided among two or more recipients.
      Charitable Lead Unitrust for Term of 1-35 Years
  • This lead unitrust may pay any percentage amount to qualified charities for one to thirty-five years, with remainder to family or family trust.
      Charitable Lead Annuity Trust for Term of 1-35 Years
  • This lead annuity trust pays a fixed amount each year to a qualified charity for from one to thirty-five years, with remainder to family or family trust.
      Charitable Gift Annuity
  • The Charitable Gift Annuity makes fixed payments for one or two lives. Part of the payout may be tax free.
      Deferred Charitable Gift Annuity
  • The Deferred Gift Annuity makes fixed payments for one or two lives. Part of the payout may be tax free.
 

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Jacksonville Jewish Foundation
P.O. Box 24847 - Jacksonville, Florida 32241 - Phone (904) 394-0720
· FAX (904) 394-0956
Email:
info@jacksonvillejewishfoundation.org

   

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