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.
Read More...
Plan Your Gift At Any Age
Simple Planning Tips to protect your family and support JU too!
Read More...

 

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
mpelleg@ju.edu
Tax ID: 59-0624412

 

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Wednesday June 29, 2016

Washington News

Washington Hotline

IRS Consumer Alert After Orlando Tragedy

After the major tragedy in Orlando, the IRS published IR-2016-89 to remind taxpayers to follow good giving practices.

When there is a serious national event, good-hearted Americans respond with generous gifts to help those in need. This also happened after the Orlando attack. In helping those in need, everyone should follow prudent giving practices. There are several simple steps in the IRS letter that help donors make proper and effective gifts.

1. Recognized Charities – Make your gifts to those organizations with long-standing good reputations. Use www.IRS.gov and Pub. 526, Charitable Contributions, to learn how you can make effective gifts and qualify for charitable deductions.

2. Similar Names – Be careful to make sure you are giving to the right organization. Some tricksters use common names for phantom charities. Many of these names will be quite similar to those of respected charities. You may find out more about nonprofits on www.IRS.gov with the “Exempt Organizations Select Check.”

3. Personal Information – A phone solicitor does not need your Social Security number, credit card number or bank number. Do not give out personal information over the phone.

4. Cash Gifts – You should generally avoid gifts of cash. Make your gifts by check or credit card. For gifts of clothing, furniture, household goods or vehicles, you will need specific information to qualify for your deduction. IRS Publication 526, Charitable Contributions, explains how to qualify for a charitable deduction for these gifts.

Published June 24, 2016
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