Life & Legacy
A Life & Legacy gift is a way to secure a strong Jewish heritage for our future. By making an after-lifetime financial commitment to the Merage JCC, you generate income to sustain Jewish life, allowing you to share your values and your story with generations to come. And all of us, regardless of age or wealth, have the capacity to leave a meaningful Jewish legacy.
You can have an impact on the future of Jewish life with a legacy gift of any size. Gifts can be as simple as a designation in your will or retirement funds, through the creation of a named endowment fund or via more complex vehicles that provide income and tax benefits.
Legacy giving is a meaningful and sincere expression of what matters most to you and your family. We will work with you to develop a strategy that fulfills both your charitable goals and financial needs. In addition to helping our JCC meet future needs of the Jewish community, your gift can help you:
- Retain or increase your income
- Deduct part of your gift as an immediate charitable contribution
- Avoid or reduce capital-gains taxes
- Memorialize a loved one
Members of the Merage JCC’s Legacy Society also enjoy special invitations to VIP events, as well as small treats and tokens of our appreciation throughout the year. Contact us today and we can work with you to customize a plan that meets your philanthropic and financial goals. Julie Holdaway, Chief Strategy & Learning officer
Already included the the Merage JCC in your plans? Let us know!
In partnership with the Jewish Community Foundation Orange County and the Harold Grinspoon Foundation.
