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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Monday October 24, 2016

Washington News

Washington Hotline

New Hurricane Matthew Tax Relief

On October 17 the IRS announced in IR-2016-135 that it will provide additional tax relief to victims of Hurricane Matthew. The relief will apply to affected counties in North Carolina, South Carolina, Georgia and Florida. Tax deadlines on or after October 4, 2016 are generally extended to March 15, 2017.

Some taxpayers in the affected counties had filed for an extension on their 2015 tax returns. The tax extension filing date of October 17, 2016 is now extended to March 15, 2017.

There are other tax waivers in the announcement. If your business was due to deposit tax funds or excise tax amounts between October 4 and October 19, the IRS will waive the late-deposit penalties as long as the amounts are paid by October 19.

If you are in one of the disaster counties and lost your records, the IRS will provide assistance if you call 866-562-5227. In addition, workers who are assisting recognized government or relief organizations may also qualify for the more lenient tax deadlines.

If you have uninsured or disaster losses as a result of Hurricane Matthew, you have an option to deduct them on your 2016 return or on your 2015 return. IRS Pub. 547 may be helpful in choosing the best option.

Editor's Note: If you plan to use the later tax filing deadline, you should check to be certain that your county qualifies. The affected counties are listed in IRS letter IR-2016-135.

Published October 21, 2016
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