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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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.


If You Would Like To: Then Consider: Potential Benefits:
  • Make a gift for JU?s future that costs you nothing now and doesn?t affect your current lifestyle
  • Future prosperity for JU
  • Control of assets while you are living
  • Reduced estate taxes
  • Utilize assets to make a gift to JU
  • Avoid capital gains tax
  • Charitable income tax deduction
  • Decreased out of pocket cost to you by avoiding capital gains tax
  • Leave more to your heirs while benefitting JU
  • Naming JU as beneficiary of your retirement plan, and leaving more tax advantaged assets to your family
  • Reduced income and estate taxes
  • Maximized remainder to family
  • Make a significant gift to JU
  • Create an income stream
  • Charitable income tax deduction
  • No capital gains tax on gifted assets
  • Fixed income stream for you
  • Gift to JU when trust ends
  • Make a significant gift to JU
  • Create an income stream
  • Charitable income tax deduction
  • No capital gains tax on gifted assets
  • Variable income stream for you
  • Gift to JU when trust ends
  • Make a significant gift to JU with relatively low cost
  • Current, and possible future, income tax deductions
  • Future prosperity for JU
  • Support JU today
  • Reduce estate and gift taxes on assets left to your heirs
  • Retain control over the distribution of those assets to heirs
  • Estate or gift tax values frozen for contributed assets
  • No estate tax on future appreciation
  • Gift to JU while you are still living
  • Sell a home or other real estate to make a gift to JU
  • Avoid capital gains tax on the sale
  • Charitable income tax deduction
  • Eliminated or reduced capital gains taxes
  • Immediate gift to JU
  • Make a gift to JU while continuing to enjoy your home
  • Giving all or a percentage of your personal residence or farm to JU while retaining life use
  • Charitable income tax deduction
  • Reduced gift or estate taxes
  • No capital gains tax on appreciated value of property
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