Planned Giving - Define Your Legacy and Make a Difference!

Planned Giving

With thoughtful planning, anyone can provide for their financial goals and help Jacksonville University continue to be an extraordinary place to learn. Planning may allow you to:
  • Benefit family and friends while providing for the university that is important to you
  • Leave a personal legacy that reflects your values and beliefs
  • Take advantage of possible tax benefits
  • Receive the satisfaction of giving back in a meaningful way
Legacy gifts take many forms, and reasons to include JU in one's financial and estate plan are as unique as each individual, but they share a single purpose: to ensure that Jacksonville University will prosper in the future.

We appreciate the continued commitment of alumni and friends to JU students and thank them for all they do to make our good work possible. We would be honored to assist you, too. JU's success depends on your vision and generosity.
How to Make a Difference at JU
You want to make a difference at JU, but don't know where to begin? Identify your goals and review possible strategies to achieve them.
Plan Your Gift At Any Age
Simple Planning Tips to protect your family and support JU too!


Contact Us
Maria Pellegrino-Yokitis, JD
Director of Major Gifts and Planned Giving
Jacksonville University
2800 University Blvd. N.
Jacksonville, FL 32211
(904) 256-7928
Tax ID: 59-0624412


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Sunday August 30, 2015

Washington News

Washington Hotline

IRS Increases Efforts to Reduce Identity Theft

On August 26, Sen. Kelly Ayotte (R-NH) held a hearing of the Senate Budget Committee in Manchester, New Hampshire. Sen. Ayotte expressed concern about the growth of tax-related identity theft.

She stated, “Tax-related identity theft is a serious problem that is growing at epidemic proportions. According to the Treasury Inspector General for Tax Administration, about 2.4 million taxpayers’ names or Social Security numbers were used to file fraudulent tax returns in 2013. That is nearly a tenfold increase since 2010.”

IRS Commissioner John Koskinen agreed that from 2010 to 2012 there was a substantial increase in identity theft. He noted that identity theft, “for a time overwhelmed law enforcement and the IRS.”

However, Koskinen reported progress for 2013. During that year the IRS prevented $24.3 billion in identity theft refund fraud. Nevertheless, an estimated $5 billion in fraudulent refunds was paid during 2014.

The first witness at the Senate Budget Committee hearing was a New Hampshire mother whose daughter Maddi lost her life in a tragic car accident. Maddi’s Social Security number was stolen and three tax returns were filed claiming refunds. When the New Hampshire mother contacted the IRS, they refused to disclose the fraudulent returns to her.

As a result, Sen. Ayotte and other Senators from both parties responded by introducing the Social Security Identity Defense Act of 2015. The bill requires the IRS to notify individuals if a Social Security number has been stolen. In addition, the Social Security Administration must notify employers of any stolen Social Security numbers.

Attorney Christopher Lee of the Taxpayer Advocate Service (TAS) described federal government efforts to assist taxpayers. TAS Case Advocates work with taxpayers and the IRS to resolve identity theft cases.

Lee explained the two types of identity theft. First, a thief may obtain a Social Security number and file early in January or February to claim a refund. When the victim files, his or her refund will be delayed by two to six months to resolve the identity issue.

Second, some individuals will use the Social Security number of another person to obtain employment. They often will have low or no withholding. At the end of the year, the employer will issue a W-2 with the Social Security number of the victim. The identity thief has received the income and pays no income tax. When the victim files his or her tax return, the IRS will catch the underreporting and demand payment for additional taxes from the victim.

The Taxpayer Advocate Service is working with the IRS to improve administration of identity theft cases. TAS claims that a more centralized approach will result in better taxpayer service and quicker resolution of identity theft cases.

Published August 28, 2015
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