JNF Gift Benefits Calculator
The JNF Gift Benefits Calculator is an easy to use tool that can illustrate some of the basic income and tax benefits to which you may be entitled if you make a planned gift to Jewish National Fund.
To use, simply enter the relevant information in the spaces provided and the calculator will do the rest. For a more complete description of these gifts and how they can benefit you we invite you to call a JNF Planned Giving Specialist at 800-562-7526 or plannedgiving@jnf.org.
Definitions of some of the various gift plans available:
- Gift Annuity: In exchange for your gift to charity, you or 1-2 other annuitants receive a fixed sum each year for life.
- Deferred Gift Annuity: In exchange for your gift to charity, you or 1-2 other annuitants receive a fixed sum each year for life starting at the date of first payout.
- Charitable Remainder Unitrust: Your unitrust pays a fixed percentage of its value, determined each year, to you or others you name for life or a term of years. The remaining assets then go to charity.
- Charitable Remainder Annuity Trust: Your trust pays a fixed dollar amount each year to you or others you name for life or a term of years. The remaining assets then go to charity.
- Retained Life Estate: You deed your home or farm to charity, but retain the right to live in it for the rest of your life, a term of years, or a combination of the two.
- Charitable Lead Unitrust: Your unitrust pays a fixed percentage of its value, determined each year, to charity for a term of years or one or more lifetimes. The accumulated assets then go back to you or others you name.
- Charitable Lead Annuity Trust: Your trust pays a fixed dollar amount each year to charity for a term of years or one or more lifetimes. The accumulated assets then go back to you or others you name.