Leave a legacy of caring and compassion. By including CJFS in your will, or naming CJFS as beneficiary of your IRA or Life Insurance policy, you help ensure that CJFS will be here to help others for years to come. Many creative options are available:

  • Gifts of Real Property
  • Gifts of Appreciated Stock
  • Life Insurance
  • Proceeds from Retirement Plans
  • Bequests to CJFS

Additional information on all methods of planned giving is available through consultation with the Birmingham Jewish Foundation. Planned giving should be tailored to individual circumstances, and the Foundation is ready to work with you and your advisors to develop a strategy of giving benefiting both you and Collat Jewish Family Services.

Benefits of planned gifts may include:

  • Reduced income tax liability
  • Avoidance of capital gains taxes
  • Increased income for yourself or your designated beneficiary